- 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 Investors & landlords
Your success is what drives us. Our clients consistently achieve substantial tax savings through smart planning. One investor worked with us to compare holding assets personally versus through a limited company. By restructuring their portfolio, they reduced their overall tax liability and freed up more cash to reinvest.
Another client benefited from careful timing and use of allowances. By combining their Capital Gains Tax (CGT) exemption with carried-forward losses, they achieved zero CGT liability on a £10,000 gain. Their feedback: “With our accountant’s guidance, we used the annual exemption and prior losses to save thousands in tax on our recent sale.”
ACCA & ATT Qualified UK Specialists
You’ll work directly with certified professionals who know UK tax planning inside and out. Our ACCA and ATT-qualified advisors bring over 20 years of experience in investment and tax strategy. This means you receive tailored guidance on whether to invest in your personal name or through a limited company—ensuring your portfolio is structured for maximum efficiency and long-term success.
ACCA & ATT Qualified UK Specialists
You'll work directly with certified professionals who know UK property tax like the back of their hand. Our ACCA and ATT-qualified advisors bring over 20 years of specialised experience in investment and property taxation. This means you get expert guidance that's actually tailored to your portfolio.
Comprehensive Property Tax Services
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.
Buy-to-Let Portfolio Management:
Choosing the right tax structure for your investments & property portfolio is essential to maximise returns and minimise tax liabilities payable to HMRC, our common fund that underpins public spending. By selecting the most appropriate structure, you can optimise rental income reporting, maximise allowable deductions, and ensure ownership is arranged for long-term tax efficiency and compliance.
Capital Gains Tax (CGT) is another significant charge that applies when you sell a residential or commercial property, often catching investors by surprise. Our role is to help you clearly understand these liabilities while also identifying the many strategies and reliefs available to reduce the amount ultimately payable to HMRC. With careful planning, you not only save tax but also protect and grow the value of your portfolio.
Personal & Company Investments:
You’ll want professional support when navigating tax-efficient wrappers such as ISAs, making sure you select the right investment platform and advisor to guide your financial decisions with clarity.
Boost your Investment Company (ICO) returns, did you know your limited company can also invest in a wide range of assets?
The top company tax rate is just 25%, compared to up to 45% for individuals, and even better, some investments within a limited company can be completely tax-free, further enhancing your overall returns. Start investment whilst minimising tax
Our Pricing & Your Path to Tax-Efficient Investments
Your investments require specialised knowledge that general practice accountants simply don't have. Investment & property tax involves complex interactions between income tax, capital gains, stamp duty, VAT considerations, and specialised reliefs that demand focused expertise. Standard accountants might miss opportunities for capital allowance claims on commercial properties, fail to optimise ownership structures for married couples, or provide inadequate guidance.
Step 1: Schedule Your Property Tax Review
Book a comprehensive consultation where we analyse your current portfolio structure, spot immediate optimisation opportunities, and develop a tailored tax strategy.
Investment Tax Planning Beyond Property
Your wealth-building strategy extends beyond property alone. We provide comprehensive investment tax planning covering ISAs, pensions, stocks, shares, bonds, gilts, and venture capital schemes. Our approach ensures all elements of your portfolio work together for maximum tax efficiency. For high-net-worth families, we design Family Investment Companies and Trust structures to reduce inheritance tax exposure while maintaining control and flexibility. This integrated approach helps you build and protect generational wealth effectively.
Step 2: Implement Strategic Solutions
We'll help restructure your investments to maximise efficiency, ensuring all available reliefs and allowances are utilised while maintaining full HMRC compliance.
Step 3: Ongoing Portfolio Management
Get continuous support with quarterly MTD submissions, annual tax planning reviews, and proactive advice on new opportunities and regulation changes.
Step 4: Scale and Protect Your Wealth
As your portfolio grows, we'll adapt our strategies to include inheritance tax planning, succession arrangements, and advanced structures, such as Family Investment Companies.
Dedicated UK-Based Support Team
Your success depends on clear communication and accessible expertise. Our UK-based ACCA and ATT-qualified team provides articulate and professional support, eliminating language barriers and time zone complications.
You Invest - We Save You the Tax
FAQ
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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.
