Case Study
Property19 February 2024
Landlord Portfolio Gains Tax Efficiency and Time Back
£31,200 annual tax saving and zero HMRC queries
Background
Oak Street Holdings manages 12 properties across the Midlands and struggled to track allowable expenses and keep HMRC queries at bay.
The Challenge
Receipts were fragmented across agents, filings triggered frequent HMRC follow-up questions, and the owner spent hours each week reconciling costs.
Our Solution
We digitised receipts, reclassified repairs vs. improvements, and set up an incorporation plan with quarterly compliance reviews.
Results
- £31,200 annual tax saving after restructuring finance costs
- Two days a week recovered for the owner through automation
- Zero HMRC queries over the last filing period
Testimonial: “With Harrison James handling compliance, we reduced HMRC queries to zero last year and freed two days a week of my time. Shared with permission following our annual portfolio review.”
