Property Investors

Property is a dynamic area for investors. And investment varies greatly, from a single buy to let property through to a large and varied portfolio. Our specialist team provides bespoke advice and services to property investors to help them operate tax efficiently.

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Investors may buy off plan, or may lead the development, from buying land to building and renovation. Whatever the manner and type of your investment, we can help to ensure that you structure your investment as tax efficiently as possible. For example, early consideration of CGT can greatly impact on the outcome of your investment, as can awareness of the tax treatment of repairs and renovation.

High value residential property

If you are purchasing or if you own property with a value in excess of £500,000 you need to be aware of the additional tax charges which may arise. In particular, there are special rules for properties acquired using companies or partnerships with corporate partners. We can advise you on the exemptions which might be available from higher tax charges, and how best to structure your investment in property.

Relevant advice for landlords

We are experienced in providing specialist tax advice to both UK and non UK resident landlords and can also liaise with the tax authorities on your behalf, reducing the administrative burden of property ownership.

Help with Inheritance Tax

If you are looking to protect family property from Inheritance Tax, our specialist advisors can discuss your intentions with you and provide solutions to help you plan for your family’s future.

Specialist services for property investors

Our team of specialists are experienced in advising property investors and developers on the following areas

International advice for property investors

Through membership of Alliott Global Alliance we can provide access to offshore advisors in a number of jurisdictions offering tax efficient overseas investment in the UK property market. Likewise we can also introduce you to advisors with local knowledge if you are looking to invest in overseas property.

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For advice on the tax implications of investing in property please contact our specialist team

    Property Investors
    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.




    Partner, Personal Tax

    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



    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.