Complex residential purchases

Specialist advice on transactions involving trusts, transfers of equity, staircasing (Shared Ownership), linked transactions, and where it isn't obvious whether or not first-time buyers relief or main residence replacement relief are in fact available.

Reliefs, exemptions & mitigations

Identifying and applying relevant reliefs e.g. multiple dwellings relief, first-time buyers' relief, transfers between spouses, purchases upon separation.

Mixed-use and non-residential cases

Advising where properties are partly residential, commercial, or potentially fall outside the residential SDLT bands for whatever reason.

Higher/additional rate surcharges

Handling additional dwelling surcharges and non-resident surcharges, including assisting with reclaims where the facts allow for partial or total refunds of tax paid.

SDLT disputes, HMRC enquiries & appeals

Where HMRC challenges your tax position, we assist you in understanding the process and ensuring your case is made in the most effective manner possible.

SDLT planning & structuring

Crafting tax-efficient approaches to property acquisitions, restructuring, and group reorganisations.