CASE STUDY
Existing property investor feeling overwhelmed by their portfolio
OBJECTIVE
To work with the client to put measures in place so that they can develop a property portfolio that meets their needs
SOLUTIONS
We established the position of the business, and tax position and identified poorly performing properties.
We held a number of meetings to establish their goals and introduced the client to a tax specialist to assist them with their tax planning.
We worked out which properties to keep and which ones to dispose of, and facilitated the sales.
ADDING VALUE
We sourced new buy-to-let opportunities that were in excellent condition growth areas with high rental yields.
The client now has a portfolio that serves their needs and means that they will be able to retire earlier than planned.
BENEFITS
- There is a tax strategy in place
- The properties in the portfolio yield healthy rental rates
- The property portfolio now provides a higher income than prior to working with us
- The client will be able to retire earlier than planned
AT A GLANCE
Challenges
- Poor tax planning
- Some properties unprofitable
- Client felt overwhelmed
Benefits
- Improved tax position
- Additional income
- Retirement earlier than expected
Achieving your financial freedom through property investment is our ambition. We'll support and guide you so that you have peace of mind that your property investments meet the financial needs of you and your family
