Request an incorporation review

Start with a feasibility review of your property portfolio, then decide whether to proceed with incorporation. Every engagement begins here.

Not sure this is the right review? Learn more about what's covered

Incorporation is an irreversible trigger if it’s done wrong — and a standing income-tax overpayment if it’s not done when it should be.

What you walk away with

  • Whether incorporation actually leaves you better off, modelled personal-vs-company on your real portfolio
  • What it would cost to get there — the SDLT and CGT exposure on transfer, and whether Section 162 relief covers it
  • A clear recommendation on whether to proceed, and if so, how

Sometimes the review concludes you shouldn’t proceed — that you’re already well-positioned, or that the work would cost more than it returns. We’ll tell you so plainly. The review isn’t a route into implementation you don’t need; it’s the calculation that tells you whether the work is worth doing at all.

Sometimes the answer is that incorporation isn’t worth it for your portfolio — and knowing that spares you a five-figure mistake.

The Property Incorporation Review

From feasibility review through to property transfer and ongoing company compliance.

The review is a standalone deliverable — a written report with specific recommendations you can act on yourself. Or it becomes the first step of the journey below.

Review Fixed fee

Incorporation Review

Portfolio valuation, feasibility analysis, and tax modelling

£1,750 – £3,500

  • Initial consultation (60 minutes)
  • Portfolio review and property valuation
  • Section 162 relief eligibility assessment
  • SDLT (Stamp Duty Land Tax) cost analysis
  • CGT (Capital Gains Tax) modeling on transfer
  • Income tax comparison (personal vs company ownership)
  • Written report with clear recommendation
Implementation Indicative

Incorporation Execution

Company setup, property transfer, SDLT, and Companies House filings

£4,750 – £12,000 indicative

The review ends with a fixed quote for exactly this work — so before you commit to implementation, this range becomes a single number.

Typical components: NewCo formation · Section 162 relief claim · property transfer (with a conveyancer) · SDLT and CGT returns · mortgage refinancing coordination

We stay in our lane.Conveyancing and any company Articles are handled by a solicitor — you can appoint your own or use one of ours. We instruct, review and integrate the tax position.

Ongoing Indicative

Company Compliance

Once the company’s in place we keep it compliant, and at each annual review bring you the changes — tax, property, or company — that affect your position.

£1,500 – £3,500/year indicative

Typical components: statutory company accounts · corporation tax return (CT600) · property income computations · confirmation statement · annual portfolio review meeting

Property purchases, refinancing decisions, or further incorporation work become separate fixed-fee engagements. The annual fee covers compliance and a single advisory touchpoint.

All fees are exclusive of VAT at the standard rate (20%). The review fee is confirmed at engagement. Implementation and ongoing fees are indicative and confirmed in writing after the review is complete. There is no obligation to proceed beyond the review.

For fees of £1,000 or above, the agreed fee is split into equal instalments invoiced at intervals throughout the engagement rather than as a single up-front payment. Your engagement letter confirms the exact schedule.

Quick phone questions are free at every stage — prospect, current client, or past client. See our Talking to us rule for what's included and what becomes a separate engagement.

Fee ranges last reviewed 5 April 2026. See how our fee ranges have changed.

What happens next

  1. Submit the form below so we can understand your situation and prepare a fee proposal
  2. We review your submission and confirm a fixed fee in writing — usually within one working day
  3. You decide whether to proceed — no obligation, and no advice is given until you have agreed our engagement letter

Prefer to talk? Call us on 01604 800282

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