A property investor with a growing portfolio needed support across multiple purchases and sales to protect capital allowances value and manage transaction risk consistently.

Issue

Each transaction had to be considered within the wider ownership chain, including historic acquisitions, CPSE replies, prior claims and allowances that may have been unavailable or unclaimed by previous owners.

Solution

We reviewed acquisition histories, prior claims, CPSE responses and transaction documents, then supported compliant section 198 elections tailored to whether the client was buying or selling.

Outcome

The client strengthened its position across acquisitions and disposals, preserving supportable allowances, improving solicitor engagement and reducing the risk of missed value or non-compliant transaction documentation.