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A tangle of properties, sorted. And a plan for what comes next

Fitzpatrick Co · Brighton & Hove · 2 min read

Duncan Willow is a Brighton landlord whose property tax affairs had fallen years behind. We brought everything up to date, gave him a fixed amount to pay and a clear plan, and restructured his holdings so he can grow his portfolio with the tax already planned for.

Where he started

Duncan owned several properties, and they had reached him in different ways: some bought, some acquired, some gifted by family, some through a divorce, some to help his children, and some inherited. Nobody had ever pulled it together. It was a complete mess, and it kept him awake.

What we did

We worked through the full history, established exactly where he stood and brought him up to date. An open-ended worry became one fixed amount, paid through a payment plan, with full visibility of what he was dealing with. The result saved him thousands in tax.

Then we looked ahead. We took the time to understand his family position and his inheritance situation, restructured his holdings and set up a family investment company. We found further tax savings along the way.

Where he is now

Duncan sleeps at night. He knows what he owes and when, he can plan his property business ahead, and he can add to his portfolio in a tax-efficient way.

If this sounds familiar

A tangle of properties that came to you in different ways, tax affairs that have slipped behind, or no idea where you stand: it is almost always better dealt with sooner. The first conversation is free and confidential.

Talk to us — free consultation

Tax affairs that have slipped behind, or a tangle of properties? Call us for a free, confidential first conversation.

Book a free consultation  Call 07534 476727
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