SPECIALIST INDUSTRIES

Property Sector Accountants

Specialist Accountancy and Financial Services for the Property Sector

The expert property accountancy and advisory team at James Todd & Co supports clients nationwide, offering informed, up-to-date guidance and financial management for investors, developers, and other real estate professionals. Whether you need customised advice around tax management, evaluating funding or investment options, or creating a forward-thinking business strategy, we are here to help.

The Value of Financial and Advisory Support for Real Estate Professionals

Property investment and development businesses often face complex pressures and challenges, from evolving regulations and compliance obligations to managing market volatility and fluctuations. Our property team offers over 30 years of expertise, including specialist insights into niche markets within commercial real estate and retrofitting.

Many clients require support when selecting tax-efficient ownership structures to match their short-term projects and longer-term business plans. These structures can range from sole ownership to partnerships and LLPs, corporations, property groups, and Special Purpose Vehicles (SPVs).

The size of your business and the value and extent of your portfolio will all influence the right financial processes you may need, alongside the rules and legislation that apply and the level of tax burdens you attract—including Stamp Duty, VAT, Capital Gains Tax, Income Tax, and Corporation Tax.

Our approach is to review the business as a whole, looking for opportunities to add value through greater efficiency, more robust financial controls and reporting, best practise regulatory compliance, and careful selection of financial structures for development projects and new investments.

Accountancy Services for UK-Wide Property Businesses and Investors

The accountancy and advisory services that are most relevant to your business as a property owner, investor, business or developer will always depend on any current areas of concern, the size and expansion plans of the organisation, and how market conditions are affecting your revenues, portfolio value and tax obligations.

Working with an expert accountancy team with in-depth knowledge of the UK property market ensures you can consult with us about trends or reforms to regulations, ensuring any decisions you make are informed and consistent with your objectives.

Many property sector clients are also interested in ways to create a stable, secure foundation to build from, recognising that variations in real estate values, interest rates and appetites for new developments can mean that immediate profitability is not always sustainable over the long-term.

As advisors to many property professionals, we collaborate with our clients on an ongoing basis, assisting with practical tasks such as management accounting and accounts preparation while gaining insights into ways businesses can continue moving forward and minimise their risks.

Our Accounting Expertise in the Property Space

As a long-established accountancy team with specialist knowledge of the property sector, we work with clients of all sizes, including national property corporations, developers and investors looking to optimise their portfolios and returns, and private owners who need to manage their assets and tax profile. Clients include:

    •   Property developers, consultants and investors
    •   Private and partnership landlords and portfolio owners
    •   Consultants such as structural engineers, surveyors and architects
    •   Property management agents
    •   Built to rent (BTR) organisations
    •   Niche businesses such as retrofitting and carbon reduction companies

The first step is to arrange a private consultation, where we can discuss your business performance and requirements or priorities and build a firm understanding of your business model and any issues or challenges you would like to resolve.

From there, we can recommend the right level of accounting assistance, from managing tax affairs and helping improve internal controls to assessing plans for new investments, developments, or expansions or advising on your regulatory compliance position.

Specialist Accounting Services for Property Sector Clients

Whether you require professional accountancy support, help with change management and transitions, business planning, accounts filing or assistance with areas such as funding and cash flow controls, we endeavour to be flexible, ensuring you can pick and choose the services that would be most beneficial. 

Audit, Tax and Financial Reporting

Efficient, accurate and on-time reporting makes it far easier to manage your finances and access clear budgets, forecasts and cash flow projections, with regular quarterly reviews to analyse performance.

Analysing Financing Opportunities

Funding is often a core aspect for property businesses, which may need to compare and contrast varied products, structures, and guarantees to finance the cost of new developments, renovations, or modernisation projects.

Cash Flow Management

The nature of property investment and the duration of a typical development process means cash flow may be key – ensuring you have clarity over the value of your assets and can plan ahead for forthcoming liabilities.

Transaction-Specific Guidance

Tax obligations linked to the completion of a project, the sale of a property asset or portfolio or the end of a sale and leaseback transaction can be significant. We can manage your tax affairs and claim all relevant exemptions and reliefs.

What we offer at a glance

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Contact Our Property Sector Accounting Team

To learn more about James Todd & Co, the accountancy and financial advisory services we offer, or how we can support your property sector business, please contact us at your earliest convenience.

Some words from our wonderful clients..

"We have worked with Michelle and Kevin for many years. We were a small Partnership when we started using them for our annual accounts; as they grew as company so did we. With all their expertise and advice we turned our 500K turnover business into a 3.5 million Turnover business. They do our monthly management accounts and review and advise us on strategies to help us continually grow. The wide range of services they offer is amazing from Tax advice to Payroll and much more!"

- Danny Knight, Director, Knight Fencing Ltd. - client since 2007

"Running your own business can be incredibly stressful, You need someone you trust who is on your side and who you can call whenever you need help or advice. I have that with James Todd & Co."

- Julia Haviland, Director, Brittain Marketing Services Ltd

"James Todd & Co have been our accountants since 1997 and have provided excellent services throughout our time together. They have undertaken our CIS, Payroll, VAT and end of year accounts during this period and have been excellent throughout. They have a great team, all of which are a credit to the company."

- Steve Carder, Director, Facilities Fire Protection Ltd - client since 1997