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Property and Investment Companies


How to set up, manage and protect your investments

Financial stability in an uncertain world

Whether you are a buy-to-let landlord with a handful of properties or a multi-million pound property group; whether you are a high worth individual or running a successful company, you want to manage your investments for the best returns.

With our specialist expertise in this area, we help you to select and manage the right investments for you. We act as a central support point, liaising with solicitors, HMRC, Banks and funders and planning departments.

Investment Companies

Are you sure you have minimised the tax you pay on your investments? Are your investments tied up with other family members or shareholders and you want to control them yourself? Could there be a better way of managing your investments? We help you manage and protect your wealth in order to create financial stability and security for your family. With our support you can:

  • Maximise your capital allowances
  • Form a trading company to minimise ER relief
  • Utilise trusts for inheritance tax planning
  • Assess and access refinancing options
  • Reorganise your investment company – including revenue clearance

Property developers and rental companies

As a property developer or rental company you face many accounting and financial considerations that are specific to your sector. Whilst rewards in this sector can be high, you need to be on top of your financial planning and compliance to ensure that you are successful. Seemingly small things can have far reaching and costly consequences. With extensive experience and up to the moment expertise, we are a safe pair of hands to guide you through the complexities and opportunities before you, including:

  • Maximising your capital allowances
  • Lease premiums and lease surrender benefits
  • Opt to tax
  • Converting old and listed buildings
  • Stamp duty planning
  • CIS (Construction industry scheme)
  • Yield expectations

Take control of your finances by calling Philip Barnes & Co. today on 01827 60033

"Philip Barnes & Co have acted for me for over 50 years, and continue to provide me with an excellent service, managing all of my personal tax planning and business affairs. They are constantly exploring new options, adopting a holistic approach, before recommending tax efficient planning solutions. I would highly recommend their services to any business."

Roger Smith, Smith Brothers (Tamworth) Ltd