Investment company services
Maximising capital allowances, forming a trading company to minimise ER relief, utilising trusts for IHT planning, refinancing options, reorganising investment companies including revenue clearance.
SECTOR
Property & Investment Companies
Services for buy-to-let landlords through to multi-million pound property groups and high-net-worth individuals.
Lead partner — Chris Humphreys FCA
Property developer and rental company services
Capital allowances, lease premiums and lease surrender benefits, opt to tax, converting old and listed buildings, stamp duty planning, CIS, yield expectations.
What our property clients say
Named testimonial: Roger Smith (Smith Brothers, Tamworth Ltd) — client for over 50 years, praises holistic approach and tax-efficient planning solutions.
Lead partner
Chris Humphreys FCA
Partner
Starting his career with a top twenty accountancy firm, Chris cut his accounting teeth in auditing, acquisitions and corporate finance. He joined Philip Barnes & Co. in 1987 and became a partner in 1990 at the age of 31. Chris specialises in tax planning and auditing, and his…
Speak to ChrisRELATED SERVICES
Services we provide to property & investment companies
Inheritance Tax Planning
IHT planning to protect income and assets and provide for family into the future.
Read more about inheritance tax planningYear End Company Accounts
Preparation of annual accounts for sole traders, partnerships and limited companies.
Read moreCorporate Tax
Corporate tax compliance and planning.
Read moreBookkeeping
Complete back-office bookkeeping service including payroll, VAT returns and management accounts. Supports simple spreadsheets…
Read moreAudits
Statutory audit services.
Read moreSetting up a Business
Advice on company structure (sole trader, partnership, limited company, LLP), VAT registration, record keeping, accounting…
Read moreBusiness Advice
Ongoing strategic advice and business support throughout the life of a company.
Read moreSelf-Assessment
Personal self-assessment tax return preparation and filing.
Read moreManagement Accounts
Preparation and interpretation of quarterly or monthly management accounts, benchmarking, cash flow projections, company…
Read moreVAT
VAT compliance, returns and MTD (Making Tax Digital) compliant filing.
Read morePayroll
Payroll management ensuring employees receive wages and PAYE/NI obligations are met.
Read moreCompany Secretarial Services
Company secretarial support and compliance.
Read moreResearch and Development Claims
Identification of R&D eligibility, estimation of tax rebate value, claim structuring and management, and setting up controls for…
Read moreFinance Director Service
Ad hoc or retained finance director service providing boardroom financial expertise, finance board reports, opportunity and…
Read moreForecasting and Planning
Business planning and financial forecasting from long-term strategy to immediate KPIs, cash flow management, identifying…
Read moreTax Planning
Personal and corporate tax planning covering income tax, inheritance tax, corporation tax and capital gains tax for…
Read moreDue Diligence Reports
Financial due diligence reports for business purchases, mergers and partnerships, covering financial viability, risk…
Read moreAccounts Systems
Advice on selecting and implementing accounting software for start-ups and established businesses. Startup packages: Kashflow…
Read moreRaising Finance
Guidance on equity funding (share issue/sale, venture capital, private equity), bank finance (overdraft, term loan, commercial…
Read more
Philip Barnes & Co have acted for me for over 50 years, and continue to provide me with an excellent service, managing all of my personal tax planning and business affairs. They are constantly exploring new options, adopting a holistic approach, before recommending tax efficient planning solutions. I would highly recommend their services to any business.
Talk to us about property & investment companies
Free, no-obligation initial conversation — either of our offices.