Portfolio Review

See the full picture

We analyse your portfolio to identify what’s been missed, revisit earlier claims, and give you a clear view of what can still be realised.

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A partner where it matters most

Relief doesn’t naturally align across a portfolio. It’s driven by historic decisions that are often taken in isolation and rarely revisited. The difference is whether it’s brought together, understood, and acted on. We make sure it is.

O1

Your commercial property portfolio

Over time, deals complete and assets build up but capital allowances are not always considered or reviewed in full. We assess your portfolio, identify missed opportunities, and give you a clear view of what can be done to unlock additional value.

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O2

Allowances have never been reviewed

It’s common for allowances to be overlooked, especially across multiple assets. We carry out a full review, identifying missed relief and putting a structured plan in place to fully realise it.

O3

Prior claims are unclear or incomplete

Historic claims are not always well documented or fully understood. We revisit the position, assess what has been done, and ensure everything is accurate and supported. 

O4

You want to understand risk and opportunity

Across a portfolio, both opportunities and risks can sit within the details. We provide a clear view of the position, so you can make informed decisions on what to do next.

How do capital
allowances work?

Capital allowances let you claim tax relief on property, such as fixtures, fittings, services and building fabric. These elements are all part of the building, but are treated very differently for tax purposes.

There is often relief available, but it’s not always identified or fully claimed. In many cases, the issue is a lack of understanding on what type of relief is available, what qualifies, how it should be assessed, and how the claim should be structured.

We review all of your property expenditure in detail to establish what qualifies and what it’s worth, then manage the claim from start to finish. Every stage is handled with care, so the outcome stands up under scrutiny and aligns with your wider tax position.

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Advisory support

Before any work begins, we assess whether it is worth pursuing, so time and cost are always focused where there is genuine value.

Portfolio health check

We carry out a free portfolio-wide health check, reviewing agreements, elections and property history to establish what has been done and where further opportunity may exist.

Fully outsourced claim delivery

Where opportunities are identified, we take responsibility for delivering the work in full, from analysis and reporting through to HMRC support and coordination with your advisors

HMRC enquiry support

We ensure the position is properly supported across the portfolio, managing any HMRC interaction and working closely with your accountants to see it through.

case study

Industrial portfolio review

We reviewed £16.2m of expenditure incurred on a portfolio of industrial buildings developed from 2009 to 2024. The portfolio had been looked at by the client’s accountant, with previous capital allowances claims being undervalued and incorrect.

We corrected the position and identified £5.9m of additional relief over and above prior claims, unlocking £1.475m of tax savings that would otherwise be left on the table.

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Start unlocking value across your portfolio with a no-cost review.