Chartered Accountants
Corporate Tax Specialists

Estate & Property Tax Planning

Protecting Your Property Wealth for Future Generations

The Complete Solution

Estate and property tax planning sits at the intersection of Capital Gains Tax, Inheritance Tax, Income Tax, and Stamp Duty Land Tax. Getting the structure right from the start can save tens of thousands of pounds.

Taxaccolega's estate and property tax advisors help property investors, landlords, and families create tax-efficient ownership structures, plan disposals, and pass assets to the next generation in the most tax-advantageous way possible.

Our Strategic Approach

We work closely with you to examine transaction histories, map corporate/personal bands, reconstruct details, and generate standard compliance packets that satisfy HMRC guidelines.

Book Free Consultation

Fast Response Helpline

Tax and disclosure deadlines can arise quickly. Speak directly to an expert tax advisor today.

Get Started Now

Areas of Estate & Property Tax We Cover

Our advisory service spans the full property tax lifecycle.

Inheritance Tax on Property

Structuring property ownership to maximise the use of the Nil-Rate Band and Residence Nil-Rate Band, and exploring trust solutions for investment property.

Capital Gains Tax on Disposal

Advising on timing, relief eligibility (PRR, Hold-Over, Rollover), and offshore considerations when selling UK or overseas property.

Stamp Duty Land Tax

Planning transactions to minimise SDLT exposure, including the correct application of multiple dwellings relief and the 3% additional-dwelling surcharge.

Common Questions

Frequently Asked Questions

Transferring property into a discretionary trust can remove it from your estate for IHT, but it may trigger an immediate CGT charge or SDLT liability. Careful planning is essential.

If you give property to someone and survive for 7 years, the gift is fully exempt from IHT. Between 3 and 7 years, taper relief reduces the IHT due on a sliding scale.

Request a Callback

Provide your details and one of our chartered accountants will contact you to discuss your specific requirements.

  • Free initial consultation
  • Confidential advice
  • No obligation quote
Contact

Get in Touch

Connect directly with our customer response desk or drop by our physical consultation offices.

Phone Number020 8127 0728
Whatsapp Chat074 7117 0484
Email Support[email protected]
Office Address187a London Road, Croydon, Surrey, CR0 2RJ

Visit Our Office

Send Us a Message

Request a call back or drop details of your accounts enquiry.