Our Property Tax Toolkit offers insights, discussions and the latest updates to help your customers navigate property taxes with clarity and simplicity. We support estate agents, letting agents, solicitors with their customers tax circumstances.

Tax for property owners has been a target by government over last few years.

Agents have been supporting their customers, but they can't be a specialist at everything.

Crowe have the expertise to help you to help your customers. Our advice is primarily focussed on landlords and second/holiday home owners from acquisition of a property right the way through to selling.

How we can help your customers
Buying a property?
Receiving rental income?
Selling or gifting property?
Buying a property?

Our team can advise your customers on:

  • the different types of ownership which is most appropriate, either personal, corporate or Trust ownership
  • identifying the reliefs available to main residence including electing your main residence if there are multiple properties
  • calculating how much Stamp Duty Land Tax (SDLT) to pay including the 3% surcharge on a second home
  • family investment company
  • succession and minimising exposure to Inheritance Tax (IHT).

Receiving rental income?
  • Registering a landlord with HMRC.
  • Producing and submitting annual tax returns.
  • Producing an annual profit and loss account showing the net yield per property.
  • Claiming any tax reliefs and allowances available.
  • Advice on loan interest relief including the new restriction.
  • Complying with corporation tax rules if the property is owned by a company.
  • Calculating how much Annual Tax on Enveloped Dwellings (ATED) you would have to pay.
  • Applying to receive UK rental income without deducting UK tax.
  • Advice on making disclosures of historic rental profits using the Let Property Campaign.
Selling or gifting property?
  • Calculating the amount of Capital Gains Tax (CGT) to pay on disposal.
  • Advising on reliefs available on the sale of property such as Private Residence Relief and lettings relief.
  • Advising on gifting to family members.
  • Advising on transferring the ownership to a spouse.
  • Advising on effective ways to transfer the property from an IHT planning perspective.
  • Advising on the implications of income tax and CGT for property developers.
  • Support submitting a non-resident CGT return if they are not a UK resident.

On-demand webinars

Aimed at advisors to private clients, SDLT issues that your clients may face by when buying a home, including the latest HMRC guidance, SDLT holiday and SDLT payable.
For advisors to private clients, an overview of the new UK residential property requirements and some examples of when a gain will need to be reported.
Discussing the importance of effective but simple IHT planning, understanding the residential nil rate band, Will planning, LPAS, Lifetime planning and Trusts.
Identifying tax planning oppor-tunities, sharing knowledge on the tax changes facing residential landlords, areas such as CGT, SDLT, MTD, Loan interest tax relief restrictions.
Aimed at advisors to private clients, SDLT issues that your clients may face by when buying a home, including the latest HMRC guidance, SDLT holiday and SDLT payable.
For advisors to private clients, an overview of the new UK residential property requirements and some examples of when a gain will need to be reported.
Discussing the importance of effective but simple IHT planning, understanding the residential nil rate band, Will planning, LPAS, Lifetime planning and Trusts.
Identifying tax planning oppor-tunities, sharing knowledge on the tax changes facing residential landlords, areas such as CGT, SDLT, MTD, Loan interest tax relief restrictions.

How prepared are your customers for property challenges?

Our new life builder tool can help your customers navigate the challenges of buying and selling property. Help them achieve key milestones with our Crowe expert support.

View the journey

News and insights

Property tax update for residential property and second home owners.
Now is a good time for property owners to review the efficiency and structure of their property interests.
The SDLT nil band is being phased out in stages after the holiday ends on 30 June 2021.
We outline some of the things you may need to consider if you want to gift property to your children.
Property tax update for residential property and second home owners.
Now is a good time for property owners to review the efficiency and structure of their property interests.
The SDLT nil band is being phased out in stages after the holiday ends on 30 June 2021.
We outline some of the things you may need to consider if you want to gift property to your children.

Contact us

Caroline Fleet
Caroline Fleet
Partner, Head of Real Estate
London
Mark Stemp
Mark Stemp
Partner, Private Clients
London & Thames Valley