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