house-in-meadow

Property toolkit

Supporting agents with their customers property tax needs.

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

Our Property Tax Toolkit provides clear, practical insights and up-to-date guidance to help your customers navigate property tax with confidence. Designed for estate agents, letting agents, solicitors, and other key professionals, it supports you in addressing your clients’ tax considerations with ease.

While agents deliver invaluable service, it’s impossible to be an expert in every area. That’s where Crowe comes in. With deep expertise in property taxation, we help you help your customers.

Our advice focuses on landlords and owners of second homes or holiday properties, covering every stage from acquisition through to sale or succession planning for the next generation.

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 and advice concerning which is most appropriate, either personal, via a corporate or Trust ownership
  • identifying the reliefs available to main residence including electing your main residence if they own multiple properties
  • calculating how much Stamp Duty Land Tax (SDLT) to pay including the 5% surcharge on a second home

     

 

  • calculating how much Stamp Duty Land Tax (SDLT) to pay, including the 5% surcharge on a second home
  • family investment company (FIC) and the potential benefits of this structure
  • succession planning and minimising exposure to Inheritance Tax (IHT).

Receiving rental income?
  • Registering as 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 relevant tax reliefs and allowances available.
  • Providing advice on loan interest relief.
  • Complying with corporation tax rules where the property is owned by a company.
  • Calculating how much Annual Tax on Enveloped Dwellings (ATED) you would have to pay, where applicable.
  • Applying to receive UK rental income without deducting UK tax.
  • Advice on making disclosures of historic rental profits using the Let Property Campaign.
  • 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 (PRR).
  • Advising on the tax considerations when 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.

Preparation and submission of Property CGT returns if they are UK resident or not a UK resident.

Guide

An Introduction to Making Tax Digital for Income Tax

Our guide provides support and advice on the upcoming changes you need to be aware of and have in place for the introduction of Making Tax Digital from 6 April 2026. 

On-the-go bite-sized webinars

Our specialists will provide a clear overview of the upcoming changes to help you navigate the new landscape.
With higher interest rates impacting the residential property market, along with planning delays and a lack of strategic direction, should you invest or divest your residential property portfolio?
Taking you through the property lifecycle to analyse the tax efficiency at each stage: from the acquisition of the property portfolio to holding property, selling and, ultimately, death.
Outlining the main provisions, and delves into some common misconceptions and hot topics, along with highlighting some recent cases.
Mark Stemp’s recent webinar in conjunction with Rightmove on the latest CGT rules on the sale of a residential property.
Our specialists will provide a clear overview of the upcoming changes to help you navigate the new landscape.
With higher interest rates impacting the residential property market, along with planning delays and a lack of strategic direction, should you invest or divest your residential property portfolio?
Taking you through the property lifecycle to analyse the tax efficiency at each stage: from the acquisition of the property portfolio to holding property, selling and, ultimately, death.
Outlining the main provisions, and delves into some common misconceptions and hot topics, along with highlighting some recent cases.
Mark Stemp’s recent webinar in conjunction with Rightmove on the latest CGT rules on the sale of a residential property.

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

 

Contact us


Caroline Fleet
Caroline Fleet
Partner, Head of Real Estate
Mark Stemp
Mark Stemp
Partner, Private Clients
Nick Latimer
Nick Latimer
Partner, Private Clients