Tax Advisor Services – ATED Relief

Our ATED tax advisor expertise helps clients successfully claim Annual Tax of Enveloped Dwellings (ATED) relief.

ATED is applied to all residential property worth over £500,000 owned by a non-natural person, such as a company. This tax is one of the few taxes which is charged in April, at the start of the tax year.

ATED ranges from £3,500 to £236,250 depending on the property value – so relief savings can be large. However, if the use of the property changes during the year, then updated ATED returns/relief claims will be required.

ATED is just one of the many specialist, property tax advice services we can provide to reduce your taxes.

ATED Case Study

The ATED problem

A client transferred their portfolio of properties into a company to reduce tax liabilities. However, this triggered a potential ATED issue.

How We Helped

The clients’ properties qualified for relief, and we helped them to do so.

However, one property probably fell outside of the ATED regime.

We advised the client that the consequences of HMRC disputing this meant they might not have claimed relief. This was an expensive risk and so we advised the client to claim relief just in case.

The Result

Relief was successfully claimed on all properties. The client enjoys the benefit of reduced tax on their entire property portfolio.

Contact us early to help us apply for ATED relief.