Tailored tax and financial solutions
Your partners in property
At Simon & Co, we’re all about making your property journey smooth and successful. We pride ourselves on our specialisation in property tax, serving a diverse clientele including individual BTL investors, small landlords, and large investment companies juggling a portfolio of residential and commercial properties. Our hands-on experience extends to property development companies, where we offer tailored advice from inception to efficient operational strategies.
Property financial management made easy
Stamp Duty Land Tax (SDLT) can be a tricky terrain, often complex and misunderstood. Don’t worry, we’re on hand to help you understand the intricacies of SDLT for your specific transactions and explore opportunities to minimise the charge.
Ever wondered if you’ve paid too much SDLT? We’re here to give a second look and guide you through the reclaim process if needed. And if you’re in the midst of open enquiries with HMRC, we can help you navigate those conversations with confidence and clarity.
Dealing with Capital Gains Tax (CGT) after selling a second home or holiday property is easier with Simon & Co. We provide tailored strategies to minimise your tax, calculate your liability, and handle your tax return, making the process straightforward and stress-free.
Renting out a property? We know the ins and outs of income tax and are here to ensure you’re not leaving money on the table. At Simon & Co, we help landlords like you understand the fine balance between your rental income and deductible expenses.
We’ll walk you through the maze of maintenance and repair deductions, ensuring you choose the right method tailored to your specific circumstances. Our goal is to optimise your tax position while catering to your unique needs. Navigating finance costs for loans or mortgages on your properties can be complex, but we’re here to simplify it, ensuring you claim every bit of tax relief you’re entitled to.
Tax complexities shouldn’t be a hurdle for property developers. At Simon & Co, we simplify Stamp Duty Land Tax (SDLT) planning connected to site acquisitions and provide clear insights on the Construction Industry Scheme, including distinctions between employed and self-employed statuses.
For VAT, we clarify the implications of zero-rated developments and ‘exempt’ supplies, ensuring you’re well-equipped to make informed decisions. Unforeseen changes, like opting to let a property that’s hard to sell, can influence your VAT standing. We’re here to offer tailored advice, ensuring your projects are both profitable and compliant, without the jargon and complexity.
How Simon & Co supports landlords, developers & investors.
At Simon & Co, we’re dedicated to offering a range of specialised services designed to simplify and optimise your financial and tax management in the property sector. Here’s some of the ways we can support you:
- Providing in-depth guidance on property tax and Stamp Duty Land Tax (SDLT), ensuring your plans are tax-efficient.
- Offering tailored tax insights for private BTL landlords with 5 or more properties.
- Expertise in both residential and commercial property sectors.
- Assistance with undeclared rental income and navigating the HMRC Let Property campaign.
- Strategic advice on VAT, making it understandable and manageable.
- Insights on holding properties within a limited company and the associated mortgage aspects.
- Specialised support for non-resident landlords (NRL) to manage their properties effectively.
- Assistance in managing companies with mixed trading and property investment activities.
- Expert advice on Capital Gains Tax, helping you make informed decisions.