Do you structure investments to maximise tax reliefs?

We specialise in structuring your complete investment portfolio—from ISAs and pensions to buy-to-lets and venture capital schemes—ensuring you benefit from all available tax reliefs while maintaining HMRC compliance. Our approach involves planning before you invest, not after, to maximise your retained returns.

Can you recommend the most tax-efficient investment routes?

Absolutely. We analyse your financial position, income level, and goals to recommend the best tax-efficient strategies. For higher earners, this might involve prioritising ISAs and pensions for tax-free growth, then considering EIS/SEIS investments offering 30-50% income tax relief.

How do you help with capital gains tax planning?

We calculate your CGT liabilities on property and share disposals, identify available allowances and reliefs, and suggest strategies to reduce future liabilities. This includes timing disposals across tax years and using family investment companies for succession planning.

Do you offer ongoing advisory services?

Yes. Many clients choose our ongoing advisory packages, which include annual portfolio reviews, tracking of tax changes, and ensuring that investment strategies remain tax-efficient year after year, adapting to your evolving circumstances.

Can you help with inheritance tax planning?

For high-net-worth families, we design Family Investment Companies and Trust structures to reduce inheritance tax exposure, facilitate wealth transfer to the next generation, and maintain long-term tax efficiency across all investments.

Become a client

UK Property Tax Compliance Specialists

– Accurate Reporting & HMRC Support

Book a Sales Call Book a Tax Call

Why Choose Our UK Property Tax Compliance Specialists

Property Tax Focus

We specialise exclusively in UK property tax for landlords and property companies.

Qualified & Experienced

Work is delivered by qualified UK accountants with deep property tax experience.

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

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

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 Property Tax Compliance Services for UK Landlords & Property Companies

Our focus is on accurate property tax compliance. We ensure rental income and disposals are reported in accordance with UK tax legislation.
Ensure ownership structures are treated correctly for UK property tax reporting, without implying investment advice.

Property Tax Only – No ISA/Investment Services

Buy-to-Let tax compliance
Property company accounts & CT
SDLT & property transactions
Capital Gains Tax on property
Rental income reporting
HMRC enquiries & correspondence

Discuss Your UK Property Tax Requirements

Buy-to-Let & Property Company Tax Structuring

Ensuring the correct tax treatment for your property ownership structure is essential to meet UK tax reporting obligations. Our role is to help you interpret UK property tax liabilities, reliefs and allowances within statutory compliance, not to imply growth or investment outcomes.

Our Approach to UK Property Tax Compliance

UK Property tax matters demand specialised compliance expertise that general practice accountants simply don't have

Step 1: Initial Property Tax Review

Book a property tax compliance review where we assess your current reporting position, clarify filing requirements, and confirm correct treatment under UK tax law.

Step 2: Correct Structuring & Reporting

Ensure income, ownership and filings are HMRC-compliant.

Step 3: Ongoing Compliance & Support

Annual returns, company accounts, and HMRC correspondence.

Step 4 – HMRC support

Our service relies on clear communication and accessible property tax expertise… Correct compliance is our priority.

FAQ

HAVE AN ISSUE?
GET A PERSONAL GUIDE

+ How can Optimise Accountants help me reduce tax on my investments?

+ Do you advise on the best tax-efficient investments in the UK?

+ Can you handle capital gains tax calculations on property and shares?

+ Do you provide ongoing tax planning or just one-off advice?

+ Can you help with complex structures like Family Investment Companies or Trusts?

MTD for UK Landlords – Compliance Support

We support landlords preparing for Making Tax Digital requirements, including software setup, quarterly submissions, and compliance processes.

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.

UK Property Tax Compliance Specialists