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PE- Backed CFO Roundtable Lunch
- Tuesday 28th January
- 12.00pm- 15.00pm
- Bocca Di Lupo. London
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We support our clients through buying, selling, developing and asset managing property portfolios. Helping with their investments in a wide range of property types from residential to commercial and mixed-use.
We love working with people in property and real estate – from finance professionals to surveyors, from developers and investors to asset managers. We cover a wide variety of property, from residential to commercial and mixed-use. Housing through to office and retail space.
We know what it’s like in your shoes. Working in property and real estate can be fast-paced and challenging. Whether change is driven by the economy, government regulation or rental market complexities due to consumer behaviour.
Our knowledge and experience is built upon a number of brilliant, long term relationships with some of the best known property and real estate businesses in the UK. Businesses similar to yours. We’re very proud to say some of these relationships span over 20 years.
We support our clients through buying, selling, developing and asset managing property portfolios. Helping with their investments in a wide range of property types. Whether that’s with audit and tax services. Focussing on tax issues, including contaminated land reliefs or VAT concerns along with submitting Capital Allowance claims. Through to the financial and legal aspects and so much more.
We work with a range of differently structured property and real estate businesses. From unaudited, wholly privately owned businesses to audited private equity backed businesses. Including those that are transitioning from one to the other. We can support you in your journey – from identifying investors through to setting up Joint Venture funds and alternative structures.
Our legal specialists work alongside our accountancy, tax and deals teams to provide a seamless joined-up service. Our specialist property lawyers advise on the legal aspects of property acquisitions and disposals, planning and development and real estate finance.
We’ve even developed SNAPSHOT a web-based system designed to help you manage and view service charge information putting all your properties into one place.
Be assured we have the knowledge and experience to help you. We’re members of the Institute of Chartered Accountants in England and Wales (ICAEW). The Property Institute (formerly ARMA) and the Association of Retirement Housing Managers (ARHM).
We have a number of brilliant, long-term relationships with property and real estate businesses like yours. Working with property clients isn’t just about tax compliance or audit. It also allows us to remain in tune with developments in the sector.
We’re passionate about sustainability. Looking to have an impact beyond business. We can help with carrying out a Sustainability audit to help you along on your journey to Net Zero. Keeping you on track to meet ESG requirements and green building practices, which are set to become a legal requirement for commercial buildings from 2025.
We manage service charge accounts for businesses like yours with portfolios in different places. Helping them track KPIs.
Our Business Services and Outsourcing team also provide outsourced accounting services for a number of real estate clients including day-to-day accounting and management reporting, VAT, payment services, and company secretarial services. Our team are experienced in supporting businesses who are seeking private equity funding to support grow. They also support PE backed businesses in delivering growth and meeting reporting requirements from investors.
We have specialist teams with experience in construction and property. Covering VAT, Stamp Duty Land Tax, Land Remediation Relief, Capital Allowances, Employment Taxes and Research and Development Tax Credit. And don’t forget Business Law team are there to guide you through the complexities of related legal processes. In addition, our personal tax team also work with property landlords. Offering support to clients who have either UK or overseas property.
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