Pivoting Strategy

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Every residential landlord who has ever considered selling up, either partially or fully (or has already done so) will have had the same types of questions running through their mind. For example; –

– Where can I invest for similar or better returns with less work and potentially lower risk?

– How can I minimise the tax liability when withdrawing cash from my Limited Company?

– If I retain funds within my company after pivoting, what strategies can further reduce my exposure to Inheritance Tax (IHT)?

These are all questions we recently discussed with an FCA-regulated Independent Financial Advisor (IFA) friend of ours, who has been working within the Private Rented Sector for 35 years. We were astonished by the achievable strategies and opportunities.

To Pivot means to change direction. For example, investing in different asset classes such as commercial property, or becoming a trading business such as doing developments, flips or platform-based secured lending.

We do not profess to be experts on the Pivoting Strategy and must be cautious about offering specific advice. However, we can arrange a no-cost introduction if you’re interested.

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