Presentation V51
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Transcript of Presentation V51
Helping high rate tax payers invest tax efficiently
Reducing tax for property investors
It’s all about you
How did you hear about Optimise Property Tax Specialists?
Lets start to understand more about you….
o Tell me about your property portfolioo What are your investment plans for the next 12
monthso How can we help you best?
Helping high rate tax payers invest tax efficiently
Louise and Simon have been property investors since 2006 and have not paid any tax on their property income
Reducing tax for property investors
Helping high rate tax payers invest tax efficiently
What we do
o Self Assessments (for individuals)o Arrange incorporation of limited companieso Prepare and submit accounts and corporation
tax returns (for limited companies)o Be your agents between HMRC (peace of mind)o Provide pro-active tax advice when you need it
What we don’t doo Payrollo Book Keepingo CIS Returnso VAT returns
Reducing tax for property investors
Louise Misiewicz Operations Director
Emma MarshallProduction Team Lead
Simon MisiewiczProperty Tax Advisor
Tax Advisory Team: Tax Advisory Services
Jake LeversuchProperty Tax Advisor
Production Team: Limited company & self assessments
Selina CarrenoCustomer Services
Manager
Rob ComerLead Accountant
Michael KillingbeckFinance Administrator
New to the team & awaiting photo
Helping high rate tax payers invest tax efficiently
o Call the office for quick 5 minute questionso Book a free 20 minute call (Monday to Saturday at your
convenience)o 48 Hour response time to emails
Giving you comfort & confidence in all that you do to minimise tax and increase your net wealth
How do you get your tax questions answered?
Reducing tax for property investors
Helping high rate tax payers invest tax efficiently
Where do you get the latest tax efficient property strategies?
o Free attendance to the Monday night webinarso Meet us and other clients at our face to face eventso Helping you understand the latest property strategies that
will:o Help you generate greater ROIo Reducing SDLT costs on purchase of a proeprtyo Reducing refurb costs and VAT for HMOso Commercial to residential conversionso Think about longer term IHT & wealth planningReducing tax for property investors
o Webinars are also recorded and placed in The Vaulto Vault contains over 50 help guide materials (videos, one
page articles and scenario based spreadsheets)o Get your questions answered by us and our panel of
experts (legal / mortgages / financiers etc)o Get updates to the latest tax changeso Join the discussion with other property investor clients
Helping high rate tax payers invest tax efficiently
Who helps you understand your finances and tax?
Community
Reducing tax for property investors
Helping high rate tax payers invest tax efficiently
How will these services may benefit you?
Reducing tax for property investors
£124.95
£59.95
Helping high rate tax payers invest tax efficiently
Professional Pack
Tax returns You onlyCommunity / Vault aWebinar surgeries aClient get together events aTax consultations aPrices inc VAT per month £64.95
Additional person + £24.95 per month
£89.90
Set up fee Onboarding call
£100 one off
Extras
1 Limited company Includes free Xero
£139.95 per month
Reducing tax for property investors
Helping high rate tax payers invest tax efficiently
Can I take some basic details?
You
o Full name(s)o Address o Date(s) of birth
Limited company
o Company nameo Company Number (issued by Companies House)
Reducing tax for property investors