Case Study 3 - Retail Portfolio

Client's accountant highlighted the client's acquisitions over the previous year. Total expenditure on the portfolio for the year under consideration was £75,000,000.
Collation of the required legal and accounting information was carried out. On site surveys and detailed analysis of each property were required to prepare the detailed schedule for the accountant. £5,500,000 of capital allowances were identified from the portfolio.

£400,000 First year net tax saving
at 30% corporation tax

£1,550,000 Total lifetime net tax
saving taking 28% corporation tax

Our professional fees less than 50%
of first year tax saving