Annual Tax Retention Tier
All-inclusive Package for HNWIs
Comprehensive annual tax support with strategy, protection, and dedicated partner access.
£7,500 pa
Book a ConsultationWhat's Included
Everything in SA100 package
Tax planning & strategy
Unlimited meetings & calls
Tax investigation tax protection
Dedicated partner
Tax report (written comprehensive tax opinion) - POA
Tax residence analysis
Who Is Portfolio For?
- 3+ property portfolio
- BTL landlords
- £500K+ property value
- CGT & Section 24 planning
How It Works
1
Portfolio Assessment
We review your entire property portfolio, rental income, and existing structures to identify tax-saving opportunities.
2
Dedicated Partner Assigned
A senior partner is assigned to your account, providing SPV and Ltd structuring advice tailored to your portfolio.
3
Proactive Tax Planning
Benefit from ongoing Section 24 mitigation, CGT planning on disposals, and mortgage interest relief optimisation.