Real-Estate Wealth-Management Advisory

We review the tax and finance impacts at the acquisition, holding, and disposal stages of real estate.

Service Overview

Property pulls in a whole range of taxes — acquisition tax, holding taxes, capital-gains tax, rental income, and how it is held through a company.

Our Principles

Operating Principles

We look at your family, shareholder, asset and corporate structures together and set out options you can act on. Legal work — drafting documents, trusts and notarisation, handling disputes — we run with legal specialists; on the accounting, tax and finance side we provide the analysis, filings, document preparation and execution support you need.

Key Services

Reviewing the real-estate holding structure
Reviewing the tax impact of acquisition, holding, and disposal
Accounting and tax treatment for the leasing business
Comparing corporate versus individual ownership
Reviewing links to inheritance and gifting

Long-term decisions hinge on diagnosing early and planning the steps.Let's run a finance and tax review built around your situation.