Real estate tax presents a distinct set of challenges and opportunities, demanding a deep understanding of the intricate tax laws and regulations specific to the sector. Whether you are a property owner, real estate developer, or investor, our team’s extensive experience ensures we can guide you through the complexities of real estate taxation with confidence. We provide comprehensive advice and strategies to address all aspects of real estate tax, helping to streamline processes, manage liabilities, and support your financial objectives.
Property tax planning is a critical element of our services. This involves a thorough evaluation of your current tax position and the implementation of tailored strategies to manage obligations effectively. Our team delivers bespoke solutions designed to reflect your unique circumstances, ensuring your property tax arrangements are both efficient and compliant. We also provide skilled representation in property tax assessment appeals, ensuring valuations are fair and equitable, which can significantly influence your financial outcomes.
Real estate transactions—whether purchasing, selling, or leasing—come with considerable tax implications. We offer detailed advice on the tax consequences of these transactions, enabling you to make informed decisions and structure deals in a tax-efficient manner.
For real estate investors, success relies on understanding how tax affects your portfolio. We assist with capital gains tax planning, depreciation strategies, and leveraging tax-advantaged investment opportunities.
Specialising in real estate tax law
Tax structuring for transactions
We provide expert guidance on structuring transactions such as acquisitions, disposals, and joint ventures. Our team ensures tax-efficient solutions that align with your objectives, helping you navigate the complexities of each transaction and ensuring compliance with relevant tax regulations while protecting your financial interests.
Tax-efficient financing of land acquisitions
Securing financing for land acquisitions requires careful tax planning. We advise on structuring financing arrangements to optimise tax efficiency, reduce costs, and ensure compliance. Whether you’re acquiring land for development or investment, our tailored strategies support your long-term financial goals.
Post-sale tax planning for portfolio exits
Exiting a property portfolio has significant tax implications. Our team provides tailored post-sale tax planning to ensure that your gains are managed effectively. We help you address liabilities, plan for reinvestments, and structure wealth efficiently, supporting your financial stability after a sale.
Taxation for future developments
Future property developments demand careful planning to manage tax efficiently. From financing site acquisitions to structuring development costs, we offer practical advice to reduce tax burdens and ensure compliance, setting the foundation for a successful project.
HMRC obligations and tax planning
Meeting HMRC obligations is crucial for property transactions. We provide expert guidance on 60-day CGT returns, stamp duty land tax, VAT, and capital gains tax planning. Our proactive advice ensures compliance while helping you identify opportunities to manage liabilities effectively.
Property Fund Structures
Setting up and managing property funds requires specialised tax expertise. We advise on structuring property funds to ensure tax efficiency, regulatory compliance, and alignment with investor objectives, enabling you to achieve the best possible outcomes for your investments.
Why choose Shakespeare Martineau?
- Our team offer prompt and professional service, whether through in-person meetings or virtual consultations, you can trust that our advice will be timely and professional, helping you feel confident in your legal matters, every step of the way
- We provide advice that is not only pragmatic and quick but also easy to understand. Every lawyer in our firm is approachable, helpful, and committed to offering reliable legal solutions, making the process straightforward for clients
- Our clear and easily understandable approach has kept clients coming back for years, knowing they can depend on us for comprehensive legal support time and time again
- Our clients regularly highlight the exceptional expertise and professionalism of our lawyers. Our team cares deeply about every aspect of your case, ensuring you receive a thorough and attentive service
From acquisitions and disposals to joint ventures and property fund structures, our team offers a full range of real estate tax services. With in-depth sector knowledge, we deliver tailored strategies for investors, developers, and property owners, ensuring tax efficiency and compliance at every stage of the property lifecycle.
Real estate tax law is complex and ever-changing. We provide personalised advice to meet your unique needs, whether structuring transactions, planning post-sale tax strategies, or managing financing for future developments. Our proactive approach helps clients achieve financial stability and long-term success.
Our team ensures compliance with all HMRC requirements, including stamp duty land tax, VAT planning, and 60-day CGT returns. By keeping you informed of regulatory changes and offering practical solutions, we provide peace of mind and reduce the risks associated with tax compliance.
We work closely with property investors and developers to help them achieve their financial goals. Whether optimising capital gains tax, reducing transaction costs, or advising on property fund structures, we prioritise your success with clear, actionable advice that delivers results.
Meet our real estate tax team
Huw Witty
Corporate Tax Partner
Julia Rosenbloom
Private Wealth Tax Partner
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Wherever you are on your journey, our real estate tax specialists are here to answer any questions you might have
If you’d like to speak to a member of our team, please fill out the enquiry form. We will aim to reply to your query within 2 hours
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real estate tax FAQs
When selling an investment property, key tax considerations include capital gains tax (CGT), allowable deductions, and reliefs such as private residence relief or rollover relief (if applicable). Accurate record-keeping of acquisition costs, improvements, and selling expenses is essential. We can guide you through strategies to manage liabilities and maximise returns.
Tax efficiency in property transactions involves proper structuring, understanding applicable reliefs, and complying with tax regulations like stamp duty land tax (SDLT) or VAT. We analyse your financial position and objectives to provide bespoke strategies, ensuring compliance while minimising unnecessary tax exposure.
Owning property through a company can offer advantages like controlled tax rates and inheritance planning but also comes with potential drawbacks, such as double taxation on dividends and higher costs for residential properties due to the annual tax on enveloped dwellings (ATED). We can advise on whether this approach suits your investment goals.
If you sell a UK residential property and owe capital gains tax, you must file a capital gains tax return and pay the tax within 60 days of completion. Failure to comply can result in penalties. Our team helps ensure accurate calculations and timely submissions to avoid issues.
Yes, you can appeal a property tax assessment if you believe the valuation is inaccurate. We provide robust representation in appeals, working to secure a fair valuation that reduces your tax burden and reflects the true value of your property.
