Real Estate Tax

Our industry-focused team has extensive experience in advising on all aspects of the real estate ownership cycle, from structuring funds and joint ventures, through acquisitions, refinancings and disposals, to compliance and transfer pricing. Comprised of specialists from across the Big Four accounting firms, the team thrives on complexity, advising on high value cross border transactions, and acts as a hub on European investments.

Property transactions often involve specific and potentially complex tax considerations. Whether you are an investor, developer or occupier, FTI Consulting offers a broad range of services – combining tax, surveying and accounting – that delivers practical and innovative solutions for clients involved in significant capital transactions. Our senior team members are recognised as leaders in their field, having advised private equity and institutional funds, REITs, sovereign investors and private/family investors in both the UK and internationally on all tax aspects relating to complex asset investments.

How We Help

We have a unique approach to transaction support on corporate transactions. We provide both financial and tax due diligence as well as SPA support in a single team, which in our experience results in a more responsive and holistic service with a commercial focus on achieving the optimum transaction result.

The areas in which we help our clients include:

• Transactions, from fund and joint venture structuring advice, both in the UK and internationally, to tax structuring for acquisitions, development projects, disposals of real estate and financial and tax due diligence on corporate acquisitions.
• Capital allowances transaction advice including the entitlement to benefit from UK tax relief, technical advisory services and on-going analysis of capital expenditure to support tax filing resulting in optimal and robust capital allowances claims. This offering is enhanced by our experience applying data and analytics to build efficiencies in fixed asset processes.
• Stamp Duty Land Tax (“SDLT”), Land and Buildings Transaction Tax (“LBTT”) in Scotland, Land Transaction Tax (“LTT”) in Wales and Annual Tax on Enveloped Dwellings (“ATED”).
• VAT planning and compliance, including the complexities of mixed-use developments and fund/asset management fees.
• Tax compliance and reporting for UK companies, non-resident landlords, partnerships and other fund vehicles. We offer a “cradle to grave” tax compliance and reporting service with the benefit of being free from any audit conflicts.
• Transfer pricing – we provide a full suite of debt advisory transfer pricing services including thin capitalisation policy documents and analyses, cash pooling, on-lending margins, upstream loan policies, and guarantee fee analysis. Other areas of transfer pricing include fee structures for the funds, opco-propco splits, and cross-charging for services across portfolios and platforms.
• Employment taxes and reward, including management incentives and Construction Industry Scheme advice and compliance.
• We advise both landlords and occupiers on all aspects of real estate lease transactions, from initial incentives to renewal, dilapidations and surrenders.

Read more about the Real Estate Advisory Team.