Anything to do with property seems to come with a raft of complicated regulations and tax implications. You can trust Alliotts to help you navigate your way through – and come out the other side favourably.

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We are not just property investor accountants. We are specialists who also deal with real estate funds and work with some of the best property management companies and agents in the country.

Supporting investors and developers

We know you come in all shapes and sizes. From the new investor starting out with a few buy-to-let properties, the serial renovator, and the land developer, right through to the property entrepreneur with an ever-expanding portfolio. But one thing you all need is specialist advice to make the most of your investment – and help to make it tax efficient.

Landlords – home or abroad

Property ownership comes with an administrative burden. One that we can relieve you of. Through Alliott Global Alliance, we have access to a team of advisors in key commercial centres globally, who can guide you on local tax implications, or give support when investing overseas.

High-value residential property

If you are buying a residential property that is worth more than £500,000 – or already own one, you may be liable for extra tax charges. Or perhaps you are not aware of special rules for buying a property through a company or partnership. We can guide you and help make sure you are not paying more tax than you need to.

We can help you with:

Real estate funds

This is an area we feel very at home with. We work with an extensive portfolio of clients who operate in this sector, including major private equity real estate funds.

Specialist teams take care of routine matters including day-to-day cash management, international tax advice and due diligence. And when something comes along that is a little less routine, we have the experience to handle it with clarity and confidence.

Most of the work we do covers:

  • Bookkeeping
  • Management accounting and reporting
  • Statutory accounts and audit support
  • VAT compliance – preparing and filing quarterly returns
  • Tax returns – for corporate tax and non-resident landlord income tax
  • Cash flow reports
  • Cash management – preparing payments to suppliers and providing weekly cash reports
  • Maintaining statutory books of UK companies

But we also:

  • Provide assistance with acquisition and disposal
  • Produce reconciliation statements on acquisitions
  • Liaise with the purchaser’s advisors on disposals, dealing with questionnaires and preparation of completion accounts and statements
  • Produce reconciliations of monies returned to fund from deals
  • Provide assistance on deals in other countries not managed by our firm
  • Provide information to overseas accountants where the company is a Sarl –and sense-check accounts produced by them.
  • Provide information in respect of overseas VAT returns
  • Prepare compliance certificates for banks in respect of loans

Property management back-up

For residential property owners, lessees and management companies, it can be a real headache to make sure everything stays compliant. Especially when guidance can often seem rather confusing or at times vague. With Alliotts on board, you can be confident that every box is ticked and nothing is missed.

We can handle:

  • Service charge accounts
  • Certification of service charge accounts
  • Preparation and submission of trust tax returns
  • Service charge budget reviews

And for property management companies and their directors:

  • Statutory company accounts
  • Filing of accounts with Companies House
  • Preparation and submission of Corporation Tax returns
  • Statutory audit of annual accounts
  • Corporate services – maintaining records and registers and dealing with share certificates

Residential property management agents

If you work in this area, you will know there are a lot of hoops to jump through. We can review your client accounting systems and controls to ensure compliance with the rules of regulatory bodies. We can also provide you with an independent accountant’s report – if that is something you need to show ARMA, ARLA or NAEA.

For anyone in this sector, we are here to support you with:

  • Payroll
  • Bookkeeping
  • Management accounts
  • Budgets
  • Service charge demands
  • Payments of supplier accounts
  • Client accounting records

Meet the team

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Talk to our property experts on the tax and accounting implications of investing in property

    Delia Orme | Alliotts



    View Delia's profile

    Delia has been advising private clients and businesses for over 30 years on a wide range of taxation issues. As a Chartered Accountant and Chartered Tax Advisor Delia provides inclusive personal and business tax advice that helps clients plan for the future.

    When advising business owners on their strategy, financial affairs and tax matters Delia treats the business as part of the owner’s overall financial picture. Clients have the reassurance of knowing that their tax planning is in capable hands and that they receive thought out advice that is specific to them; integrating every aspect of their lives.

    Delia provides a wide range of personal tax advisory services to ensure that they pay no more tax than they need to, whilst helping protect and pass on their wealth to the next generation. Trusts are often useful for passing on family wealth whilst staying in control, but they are very complex vehicles from a tax and legal perspective.

    Working with business owners Delia advises on tax strategies and tax compliance matters. By providing a clearer tax and financial plan for the entrepreneur shareholder, Delia guides them in growing their business.
    Delia has many years of experience advising individuals on the personal tax implications of moving to and from the UK, including the tax treatment of non doms and residency status. Where employment can be based in one or more overseas locations and often there are UK assets such as property to consider, Delia advises individuals to help them remain both compliant and tax efficient.

    There are times when clients need to unravel complex arrangements, often when separating business or personal relationships, and these have a tax impact. Delia is experienced in advising on the tax implications and tax calculations surrounding divorce. Her expertise is in thoroughly investigating the financial information available and producing robust reports to withstand scrutiny.

    When working with businesses Delia advises on a wide range of areas including

    • Corporate restructuring
    • EIS and SEIS
    • Research and Development Tax Relief (R&D)
    • Transactions
    • M&A activity
    • IR35
    • Probate

    Typical projects that Delia advises on include:

    • Maximising net spendable incomes for entrepreneurs
    • Property investment and development structures
    • Stamp Duty (SDLT)
    • Passing on family wealth through Will and Inheritance Tax Planning
    • Capital Gains Tax Planning on a variety of assets
    • Tax expert witness
    • Advising clients moving into or out of the UK for business or personal reasons.
    • Tax treatment of non dom and resident status

    Delia’s attention to detail in every assignment; her experience in the practical application of tax rules; and dedication to client care mean that clients have no hesitation referring her to their friends and family as a trusted advisor.





    View Sudheer's profile

    Sudheer specialises in providing high level tax advice and practical business support to growing businesses and the entrepreneurs who run them. His clients include UK and overseas owned UK subsidiaries, and high net worth individuals.

    Sudheer provides the bespoke and in depth expertise to help businesses achieve their objectives. His time as Company Secretary for a fast growing, large, listed group of Companies gave him a unique perspective into what businesses need from their advisors.

    Working with inward investing companies Sudheer helps ensure their UK expansion and investment is a success. His clients have included internationally recognised brands and Private Equity Firms.

    As head of Alliotts Outsourcing Service, Sudheer leads a team of specialists providing business solutions and virtual FD services to both UK to overseas companies.




    View Jane's profile

    Jane is a qualified Chartered Tax Adviser and Chartered Accountant.  She has over 20 years’ experience providing tax advice, planning and compliance services to High Net Worth individuals, families and Trustees.

    Jane advises on a wide range of areas but specialises in:

    • Inheritance/estate tax planning
    • Residence issues around the statutory residence test
    • Probate
    • Personal tax services and advice, including complex tax returns