The problem most landlords put off
If you’ve built a portfolio over 20 or 30 years, your family may face an inheritance tax bill well into six figures, while giving properties away now would likely trigger capital gains tax charges.
With allowances frozen until 2031 and pensions counted in your estate from April 2027, waiting makes it worse. My Succession Plan models every property and every realistic option, and gives you a clear 10-year plan.
How I work
Personal Service
My services are tailored to meet the unique needs of each client, providing one-on-one advice and support. My work is done on a fixed-fee basis so there are no hidden charges.
Collaborative Working
I am used to working in conjunction with other professional advisers to achieve a client’s aims and objectives.
Remote Meetings
I offer services to clients anywhere in England & Wales and predominantly conduct meetings via video conferencing. You can schedule a call with me here.
Portfolio Succession Plan
Is your portfolio heading for a six-figure tax bill?
Most landlords who built a portfolio over 20 or 30 years have never seen the figure their family could face. My Portfolio Succession Plan models every property, every gain and every realistic option, and gives you a clear 10-year plan to pass the portfolio on while keeping your income and control.
£4,500 + VAT, fixed and invoiced only after your strategy meeting. Up to £1,500 is credited against any recommended work you instruct within 60 days.
Is it worth looking at? If two or more of these apply, it probably is worth an initial call:
- Your property, home and pensions together are worth £2m or more
- You bought some of your properties more than 10 years ago
- You want your children to inherit the portfolio, not the proceeds of selling it
- You rely on the rental income and want to stay in control
Accountant? See how we work together.
Articles
Notes on succession law for clients and advisers
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Trust registration: a quiet reset
Read the article: Trust registration: a quiet resetThe Trust Registration Service rules changed on 30 June 2026. Some trusts can now come off the register, executors get a two-year window, and a group of offshore structures is newly in scope.
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Inheritance tax: the state of the nation
Read the article: Inheritance tax: the state of the nationThe £2.5m BPR/APR cap, the pension changes coming in April 2027, and a nil rate band frozen until 2031 — trusts are the thread running through all three, and worth revisiting now.
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Blended families – why updating your will is crucial
Read the article: Blended families – why updating your will is crucialBlended families are more common than ever, and with that comes a host of new considerations when it comes to inheritance. A recent article in the Telegraph highlighted a cautionary tale: a woman believed her mother’s property abroad was meant to pass to her and her brother, only to discover that, legally, everything went to…
