Sectors / Property & Investment
Property and Investment Companies
From buy-to-let landlords to multi-million pound property groups — Philip Barnes & Co Chartered Accountants provides specialist tax and advisory support at every stage of your investment journey.
Who we work with
Managing and protecting your property investments
Philip Barnes & Co Chartered Accountants acts for the full spectrum of property investors — from individuals with a handful of buy-to-let properties through to multi-million pound property groups and high-net-worth individuals running complex investment structures.
Whatever the scale of your portfolio, the goal is the same: manage your investments for the best possible returns while keeping your tax position efficient and your structure sound.
The firm operates as a central coordination point, liaising directly with your solicitors, HMRC, banks, funders and planning departments. That means fewer handoffs, fewer gaps, and a single team that understands the full picture of your affairs.
With offices in Tamworth and Uttoxeter, Philip Barnes & Co brings specialist expertise built over decades of working with property clients across Staffordshire and the surrounding region — including long-standing client relationships that speak for themselves.
Investment company services
Structuring your investments for long-term efficiency
For investment companies and high-net-worth individuals, the detail of how you hold and transfer wealth matters enormously. Our work in this area covers:
Capital allowances
Identifying and maximising available capital allowances across your property portfolio to reduce your tax liability year on year.
Trading company formation and ER relief
Forming trading companies where appropriate to minimise exposure and preserve eligibility for Entrepreneurs' Relief on qualifying disposals.
Trusts and IHT planning
Utilising trust structures to support inheritance tax planning — protecting wealth for the next generation while remaining tax-efficient today.
Refinancing and company reorganisation
Assessing refinancing options and reorganising investment company structures, including obtaining advance revenue clearance from HMRC where required.
Property developer & rental company services
Specialist support for developers and rental companies
Whether you are developing new sites, converting listed buildings, or managing a rental portfolio, the tax and compliance landscape is demanding. Philip Barnes & Co advises on the specific issues that arise at each stage:
- Capital allowances Claiming the full range of allowances available on commercial and mixed-use property to reduce your tax bill.
- Lease premiums and lease surrender Navigating the tax treatment of lease premiums and surrender payments — an area where the rules are often misunderstood.
- Option to tax (VAT) Advising on when opting to tax is beneficial and managing the VAT implications across your property transactions.
- Converting old and listed buildings Specialist guidance on the tax and planning considerations that apply when converting heritage or listed properties.
- Stamp duty planning Structuring acquisitions to minimise SDLT exposure within the bounds of current legislation.
- Construction Industry Scheme (CIS) Ensuring compliance with CIS obligations for developers and contractors, including subcontractor verification and monthly returns.
- Yield expectations Modelling yield expectations to support investment decisions and financing conversations with lenders.
"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
Why Philip Barnes & Co
A firm that knows property — and knows Staffordshire
Decades of specialist experience
Client relationships spanning more than 50 years are not accidental. They reflect a consistent commitment to proactive, holistic advice that evolves as a client's portfolio and circumstances change.
Philip Barnes & Co Chartered Accountants holds ICAEW Chartered Accountant status, bringing the technical rigour that complex property and investment work demands.
One team, the full picture
Property investment rarely sits in a single box. Personal tax, business structure, inheritance planning, and financing decisions are all connected. The firm's approach is deliberately holistic — looking across your affairs before recommending any course of action.
That coordination role — between you, your solicitors, HMRC, and your lenders — is something clients consistently highlight as the difference Philip Barnes & Co makes.
Ready to talk about your property portfolio?
Whether you are restructuring an investment company, planning a development, or simply want a second opinion on your current tax position — we are happy to start with a conversation.
Philip Barnes & Co Chartered Accountants
Tamworth: The Old Council Chambers, Halford Street, Tamworth, Staffordshire, B79 7RB — 01827 60033
Uttoxeter: 40 Carter Street, Uttoxeter, Staffordshire, ST14 8EU — 01889 563550