Complex tax relief that requires expert support
We support accountants across the UK to help build and protect relationships by delivering the best possible outcome for your clients with PEFF (Property Embedded Fixtures and Fittings) claims. Over many years of experience, we have developed and refined a robust process that maintains the ability to accommodate preferences from different accountancy firms. A key part of our success is our team. In our view, this subject requires a multitude of qualified disciplines ranging from chartered surveyors, tax specialists, and an ex-HMRC inspector all on hand, as well as other crucial technical individuals. Our team satisfies all the requirements and we’re proud of our trusted reputation.
Our work with Accountants
We have been one of a few long-standing firms that specialise purely in capital allowances for many years, building trusted partnerships with accountants across the UK. This gives us the ability to share the success we’ve achieved not only to help accountants but to secure significant benefits for their clients that have spent capital buying, building, and improving property.
Take a look at our recent case studies below where we have partnered with accountancy firms to achieve the best tax savings possible for their clients.
Tailored coffee mornings
To offer further support to accountants, we provide tailored coffee mornings, which have proven to be a great way to access brief, but insightful sessions to educate accountants on the key aspects of capital allowances.
It can be difficult for accountants with their busy schedules to keep up to date with the frequent legislation changes and understand the intricacies when considering a client position.
By avoiding missed opportunities to claim embedded capital allowances, client relationships can only become stronger.
We can tailor the session by industry or a particular aspect of capital allowances.
Read more on the successes we’ve had with our coffee morning sessions
Capital allowances are often misunderstood and underestimated, and with ever-changing legislation, the process can become even more complex.
By not administering the situation correctly, and at the right time, capital allowances can easily be lost.
With a background in commercial property law, our Director, James Beardmore, joins Paul Roberts to discuss how changes to explain the latest changes in more detail, whilst helping you understand what to do and at what points previous legislation can still be applied.
Join them on Thursday 22nd September 10am-11am to find out more!
Use our accounting checklist to establish a potential client that could qualify for a capital allowance claim.
Technical Summary Notes
Here's a short general overview where technical reference points are noted.
Key dates for capital allowances
Take a look at the numerous changes capital allowance legislation has had over the years.
Significant legislation changes impacting capital allowances
Learn what they mean and why it pays to get expert help.
Request Access to our 'Useful Documents'
Why work with us?
Build and protect client relationships
While offering the best service possible for your client, you are giving them the confidence that you have uncovered all tax relief available to them. As a result, you are more likely to keep hold of those loyal clients.
We have a large number of testimonials from clients and accountants who have worked alongside us whilst benefitting from our support.
Avoid getting caught out with the intricacies of capital allowance legislation
With the complex changes made within the capital allowance legislation, it’s so easy to get caught out. With an expert team on hand, this will help reduce this risk and provide peace of mind that it’s unlikely any legal action will be taken.
Take a look at a case study where an advisor got caught out resulting in them losing thousands in compensation.
Expand your own in-house capital allowance division where you take the credit
Having an in-house capital allowance division would provide you with an additional team at no extra cost. Whilst improving services for your clients, you will also benefit from expert support and knowledge that would take time to otherwise acquire.
Read more on how an accountancy firm benefited from our support.
Where do we fit into your firm and what are the costs?
Offering a service is one thing but offering a specialist service is far more valuable. Adding extra value to your business would usually incur costs, however, in this case, it doesn’t. How? We have arrangements in place where you can benefit from our support without having to pay for additional recourses or office space. Learn more by reading the article using the link below.
Don’t just take our word for it…
An interview with Lisa Jones, Client Services Director
We sat down with Lisa, who we partnered with on a capital allowance claim for her client. Lisa is one of many accountants we work alongside to achieve exceptional results.
We wanted to know what Lisa felt about the partnership, how much involvement she had with the claim, and most importantly how working together benefitted her team and her client.