01 THE LANDLORD TAX AUDIT

FIND WHAT’S
MISSED.
CLAIM WHAT’S YOURS.

Find property tax items that may have been overlooked. Our technology-enabled assessment highlights questions in your records, and our accountant reviews the evidence to establish whether a claim is available. Understand what could be recovered and what to do next.

Initial findings need professional review. Any saving depends on your records, circumstances and the applicable claim requirements.

UNCOVER. VERIFY. CLAIM.
MOVE FORWARD WITH CLARITY.
SCROLL TO EXPLORE
02 LOOK CLOSER

SMALL GAPS.
REAL MONEY.

A refurbishment. A change of use.
An expense or claim that never made it into the picture.

As your portfolio changes, records and tax treatment can fall behind. Our audit works through the detail to find what may have been missed.

03 TECHNOLOGY + ACCOUNTANT VERIFICATION

A SYSTEMATIC AUDIT.
A HUMAN SIGN-OFF.

Our system works through the assessment.
Our insured accountant checks the evidence and verifies eligible claims.

04 HOW YOUR TAX AUDIT WORKS

FROM MISSED ITEMS.
TO A CLEAR WAY FORWARD.

A structured assessment, supported by technology.
Evidence checked through professional review.

  1. 01 / ASSESS

    Work through the detail.

    Our technology-enabled assessment brings together your property history, expenditure, records and changes in circumstances to identify items that need closer attention.

  2. 02 / VERIFY

    Check the evidence.

    Our insured accountant reviews the findings and supporting records, verifies eligibility and establishes what can be claimed.

  3. 03 / CLAIM

    Recover what is eligible.

    We help progress verified claims for missed amounts you are entitled to recover, with the proposed action explained before you proceed.

  4. 04 / MOVE FORWARD

    Know where you stand.

    Leave with a clearer view of your property tax position, the records to keep and the next steps that support your plans.

Our insured accountant verifies the claim.
Technology supports the assessment; professional review establishes what can be claimed. We can work alongside your existing accountant.

Request your audit ↗
SEE THE AUDIT IN ACTION

FROM YOUR RECORDS.
TO YOUR NEXT STEP.

See how your information becomes a focused list of items for review, with accountant verification before an eligible claim progresses.

Start with your accounts.

The review accepts a CSV spreadsheet. Use its template to organise the relevant figures, or explore its sample accounts first.

What you needAccounts figures · The review template · Relevant supporting records
1 / 3

A quick guide to the process. Explore each step at your own pace.

Landlord Tax AuditILLUSTRATIVE EXAMPLE

The gaps.
The evidence.
The next step.

Fictional example · A landlord whose records need further review. No saving has been calculated.

Expenditure recordsEvidence to reconcile
Changes in property useFacts to establish
Earlier tax treatmentAccountant review
Explore the example report
05 BEFORE YOUR FULL AUDIT

START WITH
WHAT’S CHANGED.

An optional seven-area starting check.
Your full audit goes further.

This short check helps frame your audit. Think about one property and what has changed, then rate each area against your records. The full Landlord Tax Audit works through missed items and evidence, with accountant verification before a claim.

Adapted from Nick Sinclair’s Asset Decision Stack™ · Appendix A
AREA 1 OF 7Intent
Does your current plan reflect what this property is now for?

Think about changes in tenants, use, holding period or your own objectives.

Choose the closest description. An unclear answer identifies a review question—it does not establish a tax error or a saving.

06 SUPPORT AROUND YOUR AUDIT

ONE AUDIT.
THE RIGHT EXPERTISE.

The audit brings the relevant questions together.
Specialist support follows where your circumstances require it.

01

Capital allowances

EXPENDITURE+

Review potentially qualifying expenditure on commercial property, building systems and works. Entitlement depends on the expenditure and its history—not simply the presence of fixtures.

Explore the phone walkthrough ↗
02

Property tax planning

STRATEGY+

Consider how ownership, intended use and future plans fit together. A useful strategy starts with the full circumstances of the people and businesses involved.

03

Capital Gains Tax

DISPOSALS+

Prepare for a disposal with a review of the relevant acquisition, improvement and sale records. Explain the transaction and timing so the team can identify the advice you need.

04

Company accounts & tax

BUSINESS+

Enquire about accounts and tax support for a property company. Tell us about the business, your existing arrangements and what you would like help with.

07 THE PEOPLE

PROPERTY THINKING.
PERSONAL ATTENTION.

Technology guides the assessment.
People take responsibility for the review.

PROPERTY & PERSONAL TAX PLANNING

Dan Cruikshank

Dan Cruikshank of Cavill & Cruikshank Limited provides property and personal tax input where the audit identifies a question that needs technical review.

PROPERTY STRATEGY

Nick Sinclair

Creator of The Asset Decision Stack™. Reviewing where property decisions, documentation and original plans have drifted.

The team behind Landlord Tax Audit

08 BEFORE WE TALK

GOOD
QUESTIONS.

What is the Landlord Tax Audit?+

It is a technology-enabled assessment designed to uncover missed tax items and savings across your property position. Our system works through the information and evidence, and our insured accountant verifies eligible claims. You receive a clearer view of what can be recovered and what to do next.

Will the audit tell me how much I can save?+

The full audit aims to identify and quantify missed savings supported by your records. Our insured accountant verifies what is eligible before a claim proceeds. The amount depends on your circumstances and the applicable claim requirements. The short online starting check does not calculate savings.

Can you help if I already have an accountant?+

Yes. You can enquire about specialist support alongside your existing accountant. Explain what has already been reviewed so the team can understand where help is needed.

What about residential and holiday-let properties?+

They need their own assessment. Residential restrictions and changes to holiday-letting rules mean they should not automatically be treated like commercial property. Tell us how the property is used and what you want reviewed.

Is the seven-area check the full audit?+

No. It is an optional introduction based on Nick Sinclair’s Asset Decision Stack. The full audit assesses your information and supporting records, investigates missed items and includes accountant verification. Completing the starting check does not submit a claim.

What will it cost?+

The team will explain the proposed scope and provide written fees before you commit to work. This should cover any percentage fee, what it is calculated on, VAT, when payment is due and any additional work. An initial indication is not a confirmed tax saving.

YOUR NEXT CHAPTER

WHAT HAVE
YOU BEEN
MISSING?

Identify overlooked items. Check the evidence. Move forward with clarity.

Request my tax audit ↗
START A CONVERSATION

LET’S START
YOUR TAX AUDIT.

Request your Landlord Tax Audit. The team will explain the assessment, evidence needed, accountant verification and fees. If you completed the starting check, its summary will be included in your enquiry.

Please leave out tax reference numbers, bank details and confidential documents.

Your enquiry goes to the Landlord Tax Audit team. You will hear back by email or phone; nothing is filed with HMRC.