A PROPERTY INVESTOR'S PURCHASING JOURNEY


We collaborate with specialist advisors to support you through your purchasing journey.  Take a look at the key services you are likely to need along the way.

Investment Structure

Whether this will be your first purchase or you already have a structure in place, it is vital that you have the right structure in place.   This would typically be personal ownership or ownership through a business structure such as a company or partnership.  Our role is to help you work out the right structure for you.
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Property Advice

You may do all your own research or you can work with specialists to support you.  What is key is that you properly understand the market you are looking to purchase in and how that will give you the benefits you are looking for from making the investment.  Through our strategic partnering, we can support you in defining your strategy. 
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Formation Services

Depending on the investment structure you use, you will need to make sure you set it up correctly so you are compliant and get the outcomes you are expecting.   From registering with HMRC to forming your company and making sure you have the right address details at Companies House, our strategic partners' can support this.
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Finding and Sourcing Deals

You may choose to do your own property sourcing but you may also want deals that fit your strategy to be presented to you.  Through strategic partnering we are able to link you with experts in deal sourcing to support you in building your portfolio.
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Conveyancing and Legal Advice

You need to ensure you work with a legal team that understand you and what you are looking to achieve and that can support you with effective, responsive and quality advice.  We can introduce you to legal firms that provide quality advice and can help you get deals over the line. 
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Funding

It is important that your funding strategy fits with your overall strategy so whether you will be introducing your own money to transactions or require third party funding we can advise on strategy and refer you to property lending experts to help finance deals.
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Banking

We do not provide any banking services but can provide information that may inform where you go for banking support for your property business.
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Surveyor

You will want to ensure that the property you are buying is mortgageable and rentable at the values you predict.  Ensure you work with a qualified surveyor.
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Bookkeeping

Keeping on top of your numbers in real time can make the difference between success and failure.  we can refer you to a quality bookkeeper to support you.
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 Accounts and Tax Compliance

We will support you in all aspects of your business and cash flow planning to help you to run your property business efficiently.   From looking at the numbers as well as how you do things, we will support you in being an effective property business owner.  At the heart of performance are solid financial and tax assumptions so we help you set those.
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Property Management

Whether you are looking to structure your first investment, already running a property business or looking at your what next, we can provide you with Deal Advisory and Structuring Advisory services.  The aim is to help you structure your purchases, disposals and overall business effectively for tax purposes to help you maximise post-tax performance. 
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Insurance

The bottom line is that competent investors monitor overall performance based on the bottom line.  That means financial performance after taking taxes into account.  They look at the position now and make reasonable assumptions about what it will be at various points in the future.   We can support you with ongoing financial management.
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Personality Profiling

We will support you in all aspects of your business and cash flow planning to help you to run your property business efficiently.   From looking at the numbers as well as how you do things, we will support you in being an effective property business owner.  At the heart of performance are solid financial and tax assumptions so we help you set those.
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Financial Performance Management

Whether you are looking to structure your first investment, already running a property business or looking at your what next, we can provide you with Deal Advisory and Structuring Advisory services.  The aim is to help you structure your purchases, disposals and overall business effectively for tax purposes to help you maximise post-tax performance. 
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Document Retention Services

The bottom line is that competent investors monitor overall performance based on the bottom line.  That means financial performance after taking taxes into account.  They look at the position now and make reasonable assumptions about what it will be at various points in the future.   We can support you with ongoing financial management.
Find out more here
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