Accountants
Many of your portfolio landlord clients have a succession problem that tax advice alone can’t solve. I help them solve it, working alongside you rather than around you.
What I do for your clients
My Portfolio Succession Plan models a landlord’s whole position, property by property, and tests each realistic route against their figures: discretionary trusts with holdover relief, family partnerships, incorporation under s.162, freezer and growth shares, family investment companies and wills and LPAs. The client receives a recommended plan and a 10-year roadmap, and I carry out the legal implementation at fixed fees.
How we work together
| You | Me |
|---|---|
| Accounts, returns and tax computations | Trusts, property law, stamp duty land tax, wills and succession |
| The figures you already hold: base costs, accounts, gift history | Collating, modelling and testing the routes |
| Your view on the s.162 business test and partnership status | Building that view into the plan; no incorporation recommended without it |
| A preview of the draft plan before the client sees it | An invitation to the strategy meeting, if useful |
| Ongoing compliance for any trust, partnership or company | Drafting and implementing the legal documents |
Which clients to introduce
- An estate of around £2m or more, including home and pensions
- Residential lettings held personally or in a partnership, with significant gains on older purchases
- Roughly 55 or over, with adult children
- Wanting to keep the portfolio rather than sell it
The Succession Plan costs your client £4,500 + VAT, invoiced only after the strategy meeting, with up to £1,500 credited against any recommended work instructed within 60 days. An initial conversation to scope their suitability for the work is provided for no charge.
Let’s talk
Email me at steven@trustlawyer.co.uk or call me on 07359 343 690 to discuss in more detail
