Specialist
Property taxation
Property taxation solutions for landlords and property investors
Services
From restructuring your portfolio to tax advice, we have the skills and experience to support you on your financial journey.
Structuring your property portfolio
Expert advice on the best way to build, structure and manage a successful property portfolio.
Structuring a tax efficient business
Advice on the most tax efficient way to structure your property business – company vs own name vs partnership and expert help on share structuring if limited company.
Company accounts
Personal tax, company accounts, payroll and share options.
VAT on property and other taxes
We will ensure that all VAT applicable items are claimed.
Succession planning
Expert inheritance tax advice to ensure the most tax efficient plans are structured.
Book-keeping services
Purchase and Sales day book/ledger, simple management accounts, cashflow forecasts.
Solving financial problems. supporting financial gain
SInce 2016 we have achieved a lot.
The stats speak from themselves.
Houses Bought
Satisfied Clients
Ongoing Projects
Cups Of Coffee
Specialist property taxation solutions for landlords and property investors.
If you are a property investor or property landlord, you will value the importance of working with specialists in your industry, who can provide an expert and experienced service. Whether this is a property auction house, a dedicated lettings agent, unique investment or Buy-to-Let lenders, or specialist refurbishment contractors.
So, it makes commercial sense to choose your accountant on the same basis, with expertise and experience in property taxation, and importantly working with someone who actually invests in, and manages property themselves. There’s nothing wrong with general accountants, but they are just that – general. Whereas a specialist property taxation expert can save you time, money, and probably a few headaches. They talk your language.
I first met Rosie at a networking event where she gave a presentation on Tax for those investing in properties. I liked the way Rosie came across and arranged to have a 1-2 with her. At our 1-2-1 meeting Rosie explained to me how best to structure our company and my husbands self-employed business. I had another meeting with Rosie and my husband.
Since appointing Rosie as our accountant, we have not looked back. Rosie is very approachable, helpful and gives great advice. Rosie has helped us focus on how we manage our property portfolio. I have also recommended Rosie to other property investors.
the specialist property taxation experts.
Proper Tax is owned and managed by qualified accountant and property taxation specialist Rosie Linstead who is a Chartered Tax Advisor and Chartered Accountant (30 years), and also a property investor and landlord herself.
With over 24 years’ experience as a landlord and a serious property investor for the past 10 years, there’s probably not much she hasn’t encountered in the field of property taxation. Rosie is also a regular speaker at property investment events, providing advice on property taxation issues and cutting through the complex tax issues that are unique to real estate.
Rosie helps property investors and landlords structure their property portfolios in the most tax efficient and advantageous way, advising on limited company formation and share structuring, the benefits of partnerships, or own-name ownership.
A full accountancy service encompasses book-keeping, payroll, VAT, corporate and personal taxation, together with end-of-year accounts, and Rosie is experienced in advising on succession planning and inheritance tax.
This highly personal and dedicated property taxation service is optimising property portfolios for landlords and investors alike, from those with just a few properties, those who are growing their portfolios, to those who own multiple domestic or commercial dwellings.
Knowledge Centre
Here are some links to useful websites such as Xero (low-cost book-keeping packages), Stamp Duty Land Calculator, HMRC personal allowances, specialist property finance and expert property investing training
ready to start the conversation?
Say Hi!
Drop me an email with a brief outline of your business and we can schedule a telephone call or meeting to discuss further. I can help you!
Finding Us
Proper Tax, Unit 2-3, Dorcan Business Village, Murdock Rd, Dorcan, Swindon SN3 5HY