Property

Strategic support for your property investments

At SRC Advisory, we partner with property owners and investors—whether you're managing a large portfolio or acquiring your first property. Our purpose-driven approach ensures your financial and tax structuring aligns with your investment strategy and long-term ambitions.

We understand that structuring your property business is more than a compliance task—it’s a strategic decision. Withso many changes in property tax legislation in recent years, having expert insight is essential.

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Optimised Structures & Practical Insight

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We’ll help you determine the most effective way to hold property investments—whether through individual ownership, partnerships, or corporate entities. For offshore investments, our guidance extends to international tax considerations, including cross-border structuring and compliance.

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We work closely with lenders, solicitors and tax specialists to provide a rounded, efficient solution that considers both financing and legal requirements.

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Specialist Services for Property Investors

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  • Private residence relief—leveraging case law to protect exemptions
  • Letting relief for Capital Gains Tax purposes
  • Jointly held properties and declarations of trust
  • Claiming allowable expenditure on rental property
  • Incorporation and corporate structuring of property portfolios
  • Furnished holiday lettings and related tax treatment
  • Letting properties overseas and managing non-resident landlord obligations
  • Annual Tax on Enveloped Dwellings (ATED) compliance
  • VAT solutions, including registration, flat-rate schemes, and partial exemption
  • Rent-a-Room relief optimisation
  • Stamp Duty Land Tax planning and advice

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We combine deep technical knowledge with a genuine interest in your success. We’ll guide you through property-focused tax reforms and developments, ensuring your affairs are structured wisely—not just today, but for tomorrow.

Finance Director Services

Experienced financial leadership at a manageable cost

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Many businesses need the strategic insight of a Finance Director but don’t have the scale to justify a full-time hire. At SRC Advisory, we provide flexible FD support to help you stay in control and plan with purpose.

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You’ll benefit from high-level financial expertise, helping you to:

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  • Gain clear oversight of your business finances
  • Understand key metrics and performance drivers
  • Strengthen your decision-making with better data
  • Communicate effectively with lenders, investors or your board
  • Prepare for growth, funding or exit opportunities

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We become part of your senior leadership team, bringing structure, insight and accountability—at a level and cost that fits your business.

We specialise in

Sports Professionals
Business Support
Wealth Strategy
Charities and Not-for-Profit Organisations
Solicitors and Barristers
Property
Medical professionals