Compare our services

We offer three different service levels, based on your portfolio and your goals.

Personal
Adviser
Company
Adviser
Growth
Adviser
Price
£4940.83 / month
£8974.17 / month
£149127.17 / month
Maximum portfolio size 4 properties 4 properties 9 properties
More than 10 properties? Contact us.
Portfolio ownership Personally owned Company owned Mixed ownership
Advice and support
Day to day support by email and telephone
Named account manager
Named accountant
30 minute property tax consultations with an accountant Up to 4 per year Up to 4 per year Unlimited
Annual pro-active reviews with an accountant
Accounts and returns
Personal self-assessment tax returns, including for your partner if properties are jointly owned
Annual year end company accounts
Corporation tax returns
Registered office address, handling of statutory mail and annual confirmation statement filed with Companies House
£1210 / month
PAYE, VAT and P11D returns (if required)
References for mortgage applications
Property accounting app
Tenant and tenancy agreement tracking
Expense and mileage tracking
Rent invoicing, including online payments
Banking, including Open Banking feeds
Tracking of regular payments & savings goals
Reminders for key deadlines and actions
Real-time view of finances
Document store
Asset register
Personal tax planner, with ‘what if’ tools
Dividends, including supporting documents
VAT support (if required)
Automated payroll (if required)
Start up or switch (as required)
Company formation & registration
Transferring personal properties to limited company Fees apply Fees apply
Registration for corporation tax
Registration for VAT and PAYE (if required)
Managed move of records from existing accountant
Importing data into accounting software
Registration as your tax agent with HMRC / updating contact details with HMRC