- Accounts submitted to HMRC & Companies House
Why Choose our specialist UK Investment & Property Tax Accountants?
Qualified Expertise
We only hire qualified advisors from ACCA and ATT. You’ll always speak with experienced, certified staff.
UK Based Professionals
Our specialists are based in the UK and speak perfect English, ensuring clear and effective communication.
Answering Your Questions
We only hire qualified advisors from ACCA and ATT. You’ll always speak with experienced, certified staff.
Limited Company: £108.29 + VAT Per Month
A fee that does not go up and down unexpectedly. We charge the same fee no matter how much you book tax calls with us
Self-Assessments: £58.29 + VAT Per Month
A fee that does not go up and down unexpectedly. We charge the same fee no matter how much you book tax calls with us
Providing Tax Solutions for Landlords & Investors
Navigating investment & property tax can be challenging for investors & landlords. Optimise Accountants specialises in comprehensive tax strategies to help you save money, reduce liabilities, and increase investment returns. With our expert team, your financial future is safe.
Expert Tax Strategies for Smarter Investing
At Optimise Accountants, our ACCA and ATT-qualified tax specialists bring over 20 years’ experience helping clients maximise returns across buy-to-let properties, stocks, shares, bonds, gilts, ISAs, and pensions.
We deliver HMRC-compliant strategies tailored to your portfolio — reducing income tax on rental income, optimising capital gains tax, and leveraging pensions and ISAs for long-term growth.
With technical expertise and proactive planning, we help you invest confidently, keeping your tax position optimised for profitability and compliance.
Understanding Income Tax on your investments
In the UK, popular investments include ISAs, pensions, buy-to-let property, stocks and shares. ISAs offer tax-free income and gains with no tax on withdrawals. Pension contributions receive tax relief at 20–45%, grow tax-free, and up to 25% can be taken tax-free in retirement, with the rest taxed as income. Buy-to-let profits are taxed as income at 20%, 40%, or 45%, with capital gains on sale taxed at 18% or 24% after the £3,000 exemption. Dividends outside ISAs/pensions are taxed at 8.75%, 33.75%, or 39.35%, and capital gains at 10% or 20% (or 18%/24% for residential property).
Your Financial Success, Our Expertise
At Optimise Accountants, your goals come first. Our qualified tax specialists bring years of experience in UK investment, property, and inheritance tax planning to help you build and protect your wealth. With proactive strategies, evidence-based advice, and ongoing support, we ensure your investments stay tax-efficient, compliant, and aligned with your long-term objectives.
Pricing
Elevate your financial results, tax mitigation and profit maximisation with our delivery focused, premium accounting services. We’ve designed every aspect of our service to offer you unmatched quality and peace of mind. Here’s what you get when you choose us. Don’t miss out on the opportunity to work with a trusted, competent team that takes your results beyond just reporting them. Join us now and experience the difference!
UK-Based Accountants and Account Managers
Articulate UK-based people supporting you and your business. No more struggling to understand or access your essential support team.
Convenient Access
Easily book Zoom/phone appointments with your dedicated qualified account manager online at any time of day or night. Access their calendar to schedule a time that works best for you.
Expert Guidance
Receive advice from a fully qualified ACCA accountant. Say goodbye to doubts about the reliability of your financial advice from non-qualified others.
Personalised Service
Enjoy a personal account manager’s dedicated attention and expertise. No more uncertainty about who to contact for your needs or repeatedly getting them up to speed with your plans and ideas.
Prompt Responses
Get your emails answered within three working days. Forget about waiting weeks for a reply or having to chase.
Proactive Solutions
Benefit from advice focusing on your success, not just HMRC compliance. No more wondering if you’re receiving the best possible guidance.
Peace of Mind with HMRC
We hold HMRC agency status and insurance, acting as your representative for all HMRC enquiries. Rest assured that we’re handling your affairs and relationship with HMRC
FAQ
HAVE AN ISSUE?
GET A PERSONAL GUIDE
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How can Optimise Accountants help me reduce tax on my investments?
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Do you advise on the best tax-efficient investments in the UK?
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Can you handle capital gains tax calculations on property and shares?
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Do you provide ongoing tax planning or just one-off advice?
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Can you help with complex structures like Family Investment Companies or Trusts?
Making Tax Digital (MTD) for landlords
The old regime allowed landlords to submit one self-assessment on 31st January following the fiscal year. MTD required landlords and property investors to file quarterly returns and an end of year submission. It is important to work with Making Tax Digital accountants when submitting your quarterly MTD returns to HMRC.
Investment Tax Planning & Advisory Services | Optimise Accountants
At Optimise Accountants, we help investors structure their ISAs, pensions, buy-to-lets, and portfolios for maximum tax efficiency. Our experts handle income tax, capital gains tax, and inheritance tax planning with proactive, data-driven strategies. From one-off advice to ongoing tax reviews, we ensure your investments stay compliant and tax-smart year after year.
