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Our Process in Action
Our team works diligently to ensure that no opportunity for tax relief goes unclaimed. We’ll comb through your expenses, and identify eligible assets. Making sure you’re taking full advantage of the capital allowances available to you.
Free Initial Assessment
To start you will have a chat with one of our Directors and our Business Development team. Here we’ll explore your potential claim and gather any necessary information. Following this, our technical team conducts a review of property data, accounting, and tax records. If a claim is viable, we create a tailored illustration demonstrating potential benefits and how they align with your tax strategy. Finally, upon mutual agreement, we provide engagement documents for your signature.
Establish Claim
Our Project Management team oversees case organisation and gathers necessary property and accounting details. Subsequently, they arrange property surveys or collect essential information, providing you with a Survey Report for review. Our technical team then conducts a thorough analysis. In which we apply relevant legislation to ensure the proper treatment of items that do not qualify or have already been addressed by your accountants.
Tax Work (Retrospective Claims)
After the initial stages, our technical team proceeds to allocate capital allowance pools to eligible items. We utilise strategies like Annual Investment Allowance, Full Expensing, and Structures & Buildings Allowances for optimal tax efficiency. Subsequently, we compile your claim summary, assessing the most suitable tax approach. For submission, if adjustments to a tax return are feasible, we handle the process internally, maintaining direct contact with HMRC as necessary. Finally, upon completion of tax procedures, we provide you and your accountant with comprehensive Final Reports.
If you would like to have a chat with our team and see how we can support you, please get in touch…
Latest News
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18 June 2025
Can You Use Annual Investment Allowance for Green Energy Upgrades in Offices?
With energy prices on the rise and sustainability high on the business agenda, many companies are investing in green energy upgrades for their office buildings. Whether it’s installing solar panels, upgrading to energy-efficient lighting, or fitting new heating systems, these improvements can reduce... -
10 June 2025
How to Uncover Property Embedded Fixtures and Fittings for Tax Purposes
When it comes to claiming capital allowances, one of the most commonly missed opportunities lies in embedded fixtures and fittings within commercial properties. These are often hidden in plain- view, but identifying them correctly can lead to significant tax savings. Here’s a straightforward guide...
Contact Us
Our expert team are here to help answer any of your capital allowances questions or enquires you have about your commercial property.