Skip to the content


Are you a landlord or looking to start investing in property?

A financial adviser can be an invaluable asset for any landlord. With their help, landlords can set up and manage a portfolio of rental properties, make informed decisions about their investments, and develop plans to grow their income over time.

Having the expertise of a professional also gives landlords access to specialized resources that may otherwise be unavailable or difficult to find on their own. This can include obtaining the right insurance, researching tax regulations and deductions, developing strategies to minimize debt, and much more.

Overall, a financial adviser is an important asset for any landlord looking to maximize their returns and manage their investments successfully. Working with an experienced professional can help landlords ensure that all of the necessary steps have been taken to achieve long-term success in the rental market.

What services can we help with?

  • Inheritance Tax 
    • Do you want to pass your wealth or property to your family if you pass? Inheritance tax (IHT) is a tax that is paid on the value of estates when the owner dies. Inheritance tax for landlords should be a part of your business planning. If you have not got your plans in place, your beneficiaries could incur large tax amounts on your properties.
  • Capital Gains Tax
    • Capital Gains Tax is a charge when you sell a property that is not your primary residence. There are however ways you can reduce your tax liability, which we can help you with.
  • Business Protection 
    • Business protection is a range of protection/insurance policies that can help protect the survival of a business from financial losses in the event of key people dying, being diagnosed with a critical illness, or being unable to work due to disability. 

We can also advise and support you if you are looking for ways to leverage the equity you have in your property portfolio or other business ventures to fund further business expansion projects.

Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be forseen.

Financial advice

Our experienced Financial Advisers are based across the UK.  Please arrange an appointment to discuss your needs and requirements.