A PROPERTY INVESTOR'S PURCHASING JOURNEY
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
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.
Property Advice
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.
Formation Services
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.
Finding and Sourcing Deals
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.
Conveyancing and Legal Advice
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.
Funding
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.
Banking
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.
Surveyor
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.
Bookkeeping
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.
Accounts and Tax Compliance
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.
Property Management
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.
Insurance
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.
Personality Profiling
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.
Financial Performance Management
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.
Document Retention Services
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.