How it works
From our years of working with investors, we know their #1 frustration is that their accountant doesn’t make proactive suggestions: they just process what you give them at the end of the year, and respond to questions along the way if you’re lucky.
That’s why we’ve specifically designed the Property Hub Tax service to make sure you and your accountant are 100% clear from the start on where you are now, and what you want to achieve. It means they can identify the most important areas where you need their help, and you can be confident that their advice is aligned with your long-term goals.
Here’s how the process works:
1. You’ll book in a 45-minute consultation call with one of the Property Hub Tax team. Before the call, we’ll send you a questionnaire to complete about your current portfolio (if you have one), your personal circumstances and your goals.
Our accountants will review your questionnaire and of course we’ll comply with anti money laundering regulations by performing all necessary checks before your consultation.
2. On the call, your accountant will share their screen with you while they walk through your options – so you’ll see the exact pounds-and-pence impact different decisions will have on your tax bill, right in front of you. No vagueness or generalities here!
On the call there will also be the opportunity to have all your questions answered, and you’ll go away with an outline areas to focus on when it comes to saving tax.
3. Within a couple of weeks, you’ll get a custom report containing a summary of what you talked about, detailed worked numbers for different scenarios you are considering, and detailed next steps.
4. Then it’s up to you! We expect that you’ll want to start using Property Hub Tax as your accountant right away, so we can start putting into action the strategy we’ve identified together and giving you advice as you continue to build your portfolio. But you’re not committed in any way: if you’d prefer, you can give your report to another accountant and have them implement it for you.
The price for this consultation call and report is £300 + VAT.
Exceptional value for finally getting clarity on how you should structure your business and having all your questions answered – by someone who completely understands what property investors are all about.