Holiday Let Owner
Pre-Discovery Meeting Questionnaire

If you already own or plan to own a holiday let, please fill in this questionnaire and we will then contact you to arrange a FREE Discovery Meeting with you.  

The aim of this meeting is for us to understand your goals, objectives and circumstances with a view to highlighting some steps you can take to improve the financial and tax position of your Holiday Let Business.  We will also use the Discovery Meeting to help you see how we might work together.

This Pre-Discovery Meeting Questionnaire should take you no more than 3-5 minutes to complete.

Rest assured there is no commitment to working with us until you decide you want to do so.  However, if we feel you can improve your financial or tax position for your holiday let business we will show you what you could do and, if applicable, provide you with a fee quote for helping you to deliver the desired improvements.

We also work alongside your existing advisory team so if you already have an accountant, solicitor or mortgage broker for your Holiday Let Business, nothing changes.  We just plug into your team with our own specialist skills.

We look forward to hearing from you.

Holiday Let Owner Pre-Discovery Meeting Questionnaire

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FREE Discovery Meeting for your Holiday Let Business

Finance and Tax Planning

Business Structuring Advisory Services

Performance management, mentoring and coaching

Why you should review your Holiday Let Business

We run our Discovery Meetings to highlight some ways you can improve the finance and tax performance of your Holiday Let Business.

You have nothing to lose - the Discovery Session is free and if we feel you have the main points covered you would complete the session with comfort you are on the right track.

On the other hand, if we do highlight some areas for you to improve, we can work with you to help you deliver those improvements for a fee that is relative to the benefits you should obtain.
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We run our Discovery Meetings virtually which means we can meet and deliver you the results wherever you are located.

Should we continue to work together after the Discovery Meeting, we would find a way of working that suits us both depending on where you are based.