advice

Investing in property can be a powerful way to build long-term wealth — but only when done with the right structure in place. Too often, investors rush in without understanding the financial, legal, and tax implications. The result? Missed opportunities, higher tax bills, and long-term regret.

Here’s what every potential property investor should consider before making their move.

Is Property Right for You?

Another business owner came to us with concerns about lack of tax efficiency and poor financial visibility under their previous accountant and bookkeeper. They suspected that they weren’t benefiting from all available tax reliefs but felt left in the dark about their financial position.

As part of our onboarding process, we conducted a three-stage review to determine whether a full restatement of accounts was necessary. During this assessment, we uncovered:

A client initially engaged us for a straightforward Capital Gains Tax (CGT) calculation related to the sale of shares in their family business. After an initial consultation, we determined the potential tax liability they would face upon selling.