My Accountant Explains How To Save Tax | Property Investing & Buy-To-Let Tax

Поділитися
Вставка
  • Опубліковано 9 січ 2025

КОМЕНТАРІ • 125

  • @AlfredDzadey
    @AlfredDzadey 2 роки тому +7

    Paying for a GREAT accountant/tax adviser is ESSENTIAL! 🔥

  • @johntrubridge8885
    @johntrubridge8885 2 роки тому +7

    Thanks really helpful and yes to a part 2 looking at VAT and the most tax efficient way to pay yourself with salary and dividends

  • @nicolengyuen
    @nicolengyuen 2 роки тому +8

    Thanks very much for sharing all that insight! Really helpful! Definitely would like a part 2!

  • @talmanyurkovich4486
    @talmanyurkovich4486 Рік тому +14

    One thing that they didn’t mention is that you can have multiple owners who each can make £8k before capital gains is due. So if you trust your mum, dad, spouse etc you could make them joint owners on your property (on paper) and make £32,000 on your property value before you have to pay CGTax when you sell.

  • @martyncoates6035
    @martyncoates6035 Рік тому +1

    Can you do one on how to best transfer from personal ownership to limited company or better still a trust which owns a company

  • @Holdeenio
    @Holdeenio 2 роки тому +7

    Worth considering “incorporation relief” (see property118) if considering holding rental properties in your personal name long term. This will wipe out both capital gains liability and stamp duty if you qualify.

    • @RussellLeeds
      @RussellLeeds 2 роки тому +1

      Yes top tip that.

    • @Oi-wz2dq
      @Oi-wz2dq 2 роки тому

      The SDLT relief applies to partnership to LLP conversions only

    • @Holdeenio
      @Holdeenio 2 роки тому

      @@Oi-wz2dq Correct, and the following step in incorporating is LLP into LTD Co. Where it would not be chargeable again. This commonly happens 2 years after LLP.

    • @Oi-wz2dq
      @Oi-wz2dq 2 роки тому

      @@Holdeenio and face a market value charge on doing so… notwithstanding the entire scheme would fall within s75A as an avoidance arrangement if the intent from the initial transfer to the LLP is to eventually transfer to the ltd Co at a later date

    • @Holdeenio
      @Holdeenio 2 роки тому

      @@Oi-wz2dq search for property118, they’re whole managed service provides a levitate route for professional landlords (not side investors) to go from owning property personally to within a limited company, using incorporation relief for its intended purpose. The government want landlords to operate as a business - there’s honestly nothing remotely dodgy about this and whitewashing potential capital gains liabilities and not reincurring SDLT makes it even more worthwhile for portfolio landlords. If you can establish a smart company structure with growth and freezer shares at the same time, there’s an IHT benefit too.

  • @MJeha
    @MJeha 2 роки тому +9

    For full transparency guys - this is NOT Samuel's accountant, Gorilla Accountants are a preferred/sponsored team of accountants for Samuel's mentees - friendly and useful team but I don't see the need to mislead people with "My Accountant" when it's not the case.
    Great content as always though...

    • @ginabarkley2076
      @ginabarkley2076 2 роки тому +8

      Typical Samuel misleading for profit

    • @llunamoon
      @llunamoon Рік тому +1

      Thank you for this

    • @Nonegiven14582
      @Nonegiven14582 Рік тому

      That's what I said elsewhere. Happens on Dragons Den with idiots looking for investment in ideas.
      When people are charging for information. All they can actually do is send you to someone who actually does the work for real.

  • @flori2717
    @flori2717 Рік тому

    Thank you very much Mate thats gold dust served on a plate. Thank you Simuel

  • @MaryOlson7
    @MaryOlson7 Рік тому +70

    I watch several UA-cam videos on how to trade in the stock market but haven't made any head start because they are either talking some gibberish or sharing their story of how they made it and I do not want to make mistakes by taking risks in my own hands

    • @Patricia-Margaret
      @Patricia-Margaret Рік тому +2

      @Christina-Gisela I want to go into stock but i need a certified/registered professional who will guide and handle my account;;

    • @MaryOlson7
      @MaryOlson7 Рік тому +1

      @Christina-Gisela Wow that was easy, i found her website and left a message for her . i hope she reply me. thanks.

    • @johnnyosemwengie2122
      @johnnyosemwengie2122 Рік тому +3

      Same luring chats I see everywhere. This video is about properties and tax and you guys are talking about stocks..... Red flag guys... Beware

    • @skywheeler5464
      @skywheeler5464 Рік тому

      Watch mamafurfur. She doesn't make videos anymore but all her old ones are still up and I found them really useful.

    • @marissakeynes2532
      @marissakeynes2532 9 місяців тому

      What a shower! 😂

  • @nicmac6930
    @nicmac6930 2 роки тому +1

    Thanks Samuel. Im calling them tomorrow to discuss my capital gains 👍

  • @adejuwonodugbesi3102
    @adejuwonodugbesi3102 2 роки тому +1

    Not an issue if you have a Holding company that feeds into the other mini companies(properties) you can move shares around that way, Speak to your accountant (Not Financial Advise).

  • @SilverbackG-wq1cn
    @SilverbackG-wq1cn 9 місяців тому

    Don't forget to pay business rates on that part of your house you are using as a business office Samuel!

  • @ruthe6017
    @ruthe6017 Рік тому

    Could do with an update on this given latest in tax

  • @oatzman213
    @oatzman213 2 роки тому +4

    Question.
    Should I move my residential flat into a company?
    It is now worth £120k, which is £24k more than what I paid.
    I am looking to purchase another residential, and rent out my flat in a few years.
    With the stamp duty cut, it looks attractive to make the move now. Do you think it is worth it? I am looking to purchase more BTL's in the future.
    Thank you :-D

    • @nunesandrew4198
      @nunesandrew4198 2 роки тому +2

      contact and accountant its worth to spend £500-750 and consult a few than walking in the dark.

    • @MarkLikesCoffee860
      @MarkLikesCoffee860 Рік тому +3

      You cant "move" a property into a company. You would have to "sell" the property to the company which would incur about £2,500 in solicitors fees + 3% stamp duty on the sale so if the property is worth £144k then £4,320 stamp duty + £2,500 so £6,820. That's throwing money away.

  • @combatkid999
    @combatkid999 Рік тому

    This was great to listen to. Thanks for sharing

  • @vanessakellow2957
    @vanessakellow2957 Рік тому +1

    Thanks for video. Surely refinancing only incurs further tax on S 24?

    • @marissakeynes2532
      @marissakeynes2532 9 місяців тому

      Someone else was advising to take out a mortgage on ur own home and pay off ur BTL. Reason being better mortgage products available. A thought if ur lucky enough to be able to do that.

  • @nickd1638
    @nickd1638 Рік тому

    can someone please help me with this, i'm new to this: If you buy a buy-to-let property via a ltd company and buy furniture and for it for let's say £3K and your buy-to-let makes you £6K after all expenses and mortgage, over the 1st year. Will you then deduct the £3K of furniture, so that you are only taxed 19% on £3K rather than £6K? ( £570 vs £1,140 in taxes) Or did I misunderstand?

  • @ilaniecarrios5485
    @ilaniecarrios5485 2 роки тому

    Hi from Philippines, wow cool here watching your videos... new subscriber from Phils....God Bless always

  • @VeX00786
    @VeX00786 2 роки тому

    Sam leeds one of my fav youtubers. Always educational watching your videos buddy.

  • @MatthewConlon.
    @MatthewConlon. 2 роки тому +1

    Samuel, would you ever be open to the idea of doing a nothing to financial freedom challenge in Australia?

  • @prodriveress
    @prodriveress Рік тому +2

    I have been advised that as a 20% tax payer, although i cannot claim tax relief on the mortgage, as long as the property profit is under 30k per year that I get tax relief on my property profits, but once I become a 40% tax payer, I lose this benefit. Are you able to explain what this is and how it works?

    • @gedb6099
      @gedb6099 Рік тому

      Do you mean if you sell the property? Look into Capital gains allowances but it’s 12,300 per year or double that for a married couple.
      If renting the property you will pay tax, you just have to weigh u if it’s worth owned via a limited company or in your own name, as a standard rate tax payer it doesn’t make much difference after corporation tax and dividend tax but can easier to pass on to children down the line

  • @siletamus2016
    @siletamus2016 2 роки тому

    When I buy a new Btl property can I deduct the cost of buying it such as legal fees and stamp duty?

  • @mohmda4449
    @mohmda4449 Рік тому

    Hi what's the best way for someone who is not a first time buyer to buy their very first btl?

  • @Nonegiven14582
    @Nonegiven14582 Рік тому

    Just need to learn to do the dance to all the Black Lace music and you can even steal Sameuls old act at holiday camps?

  • @ralph1969ify
    @ralph1969ify Рік тому

    Very helpful information, thank you!

  • @djdad2482
    @djdad2482 2 роки тому +2

    I think Samuel made this one for me haha, i mentioned capital gain tax, accountancy to him and a week later this comes out! 😂😂🙏🙏🙏thank you!

  • @Nonegiven14582
    @Nonegiven14582 Рік тому

    Just go see an accountant firm? Mine is about £400 a year after VAT. Fill in a few forms and they do the rest on a return. They usually give free basic advice.
    Same with solicitors. I have had a ton of work for £500 in the past from a conveyancer. And you know they'll read word of contract/lease.

  • @ginnyfox8153
    @ginnyfox8153 2 роки тому

    is the training costs of a commercial property course tax deductible when I only have residential btl's currently?

  • @ronnie3781
    @ronnie3781 Рік тому

    How and where do I lean this knowledge???

  • @video128
    @video128 2 роки тому

    What if you go on a property course as a newbie and have not company set up. How can you claim if you planning to start as an individual ( self-employed) and do you rent2rent on the next 5 months? Within what time frame can you claim training course expense?

    • @marissakeynes2532
      @marissakeynes2532 9 місяців тому

      In the same tax year u incurred the expense.

  • @tomk8837
    @tomk8837 2 роки тому +5

    Great information Samuel, it’s affirming what I’ve been doing plus giving some useful tips re expenses!

  • @dermotcarroll3630
    @dermotcarroll3630 2 роки тому

    Most excellent,many thanks 🎉🎉🎉

  • @manni192
    @manni192 2 роки тому +1

    You forget to mention IHT which is the biggest tax for any property investor, especially after several decades.

    • @manni192
      @manni192 2 роки тому +1

      @@Me-oz7eg correct but not everyone has a ltd company. Would be nice if they talked about benefits of a FIC

  • @clips4you23
    @clips4you23 2 роки тому

    Great video, Can we get more on buying house shares please

  • @wojciechfilaber2931
    @wojciechfilaber2931 2 роки тому

    Gorilla is awesome and Samuel as well!

  • @musicjunk8266
    @musicjunk8266 2 роки тому

    Can anyone recommend an accountant for small time landlords? Would Gorilla Accounting be appropriate?

  • @lelon01
    @lelon01 2 роки тому +2

    Hi Samuel I like watching your videos. I have a question for you and I hope you can answer this. I am a Landlord and live in south of England but have properties in the North of England. I would like to know how do I have properties managed with out lettings agent? I have letting agents manage the properties, but I want to self manage the properties and be self efficient and save on fees. I would like to know in particular how viewing can be done and property maintenance issue, if a Landlord is living a distance away. Maybe you can do a video only on self managing. Thanks

  • @vanessakellow2957
    @vanessakellow2957 Рік тому

    Most tax efficient way of saving - private pension?

  • @budgetingdaddyuk6761
    @budgetingdaddyuk6761 2 роки тому

    Very insightful video.
    Thank you for sharing.

  • @OGCrypto33
    @OGCrypto33 2 роки тому +1

    Move to isle of man or Gibraltar

  • @Bugsy2018
    @Bugsy2018 2 роки тому

    Can you take out your initial purchase price investment tax free through a directors loan account?

    • @pam7712
      @pam7712 2 роки тому +1

      Initial capital investment through a directors loan account is able to be withdrawn ‘tax free’ yes.
      You would of already likely paid tax on this income.

  • @krispringle83
    @krispringle83 2 роки тому +3

    It is worth nothing that tax relief is restricted on mortgage interest at the price you paid for a property. Eg you paid £100k 10 years ago, but refinance it for £150k now. You can only claim tax relief on the first £100k

  • @TheDark761
    @TheDark761 2 роки тому +7

    Give us your thoughts on how the housing market is about to tank and global stagflation is about to nuke everyone's currencies to dust?

  • @garyjones3174
    @garyjones3174 2 роки тому

    What about paying yourself dividends??

  • @youtubename3415
    @youtubename3415 2 роки тому

    When creating a director's loan to the company from your personal finances, can you charge going rate interest?

    • @Darrenoma
      @Darrenoma 2 роки тому +1

      Will be a business expense / corporate tax deductible + personal income for the individual. Additional disclosures in your accounts will be required. If the loan is at 0% there will be a tax consequence for the individual over a certain loan amount. If to get income it might be more efficient to take at dividends or salary.

  • @MohammadAWaly
    @MohammadAWaly 2 роки тому

    Amazing! More please

  • @robertweaver1735
    @robertweaver1735 2 роки тому

    Hi samuel great video again.question I got 150 grand in my house and 30 grand in bank just been offered 38 bed hmo 4 750 Grand how would I finance this.? and can it be done.

    • @robertweaver1735
      @robertweaver1735 2 роки тому

      Only earn 22 grand a yeah.

    • @GSLChannel
      @GSLChannel 2 роки тому

      @@robertweaver1735 hi pal did you go through with this?

  • @fernwatson
    @fernwatson Рік тому

    Appreciate this. Thanks

  • @mickthewindow3317
    @mickthewindow3317 2 роки тому

    Where on your birth certificate does it say you need to pay any tax?

  • @dwjudd
    @dwjudd Рік тому +1

    Why would anyone agree the sale of properties over a period of time to someone who will make all the capital appreciation?

    • @369dabbler
      @369dabbler 4 місяці тому

      His complete bullshitter

  • @ClairIsabel1
    @ClairIsabel1 9 місяців тому

    very useful thank you

  • @Probity100
    @Probity100 2 роки тому +4

    Very informative content & clearly explained, thank you. Also, block this scammer replying to my comment.

  • @MichaelJones-vf3tx
    @MichaelJones-vf3tx 2 роки тому

    Thanks Sammy, this interview has gone a long way

  • @alexdavis8743
    @alexdavis8743 11 місяців тому

    Training to enhance your skills would NOT be income tax deductible, as enhancing implies you have learnt something. If you went on a refresher course, then that would be income tax deductible, as you have not had any improvements. Secondly, travel costs are only deductible if you only traveled there for the purpose of the property and nothing else.

  • @globalbridges8570
    @globalbridges8570 11 місяців тому

    Non Monetary exchange

  • @cpgoldswain
    @cpgoldswain 2 роки тому

    When does it Become affordable to have an accountant?

    • @MFG2738
      @MFG2738 2 роки тому

      From day 1 pal. The tax you save means its free, either you pay hmrc a bigger tax bill or you pay your accountant. So you are then free to work on money generating activities in your business, such as sourcing deals. I started my business with nothing but some savings from working a minimum wage job and had a chartered account from day one. Its a no brainer

  • @claraboomday
    @claraboomday 10 місяців тому

    Your properties have tripled in value?
    Not up north mate still in negative equity from 2008

    • @SamuelLeeds
      @SamuelLeeds  10 місяців тому +1

      Most are my personal portfolio are in Birmingham and the midlands. Many have tripled from when I bought them

    • @claraboomday
      @claraboomday 10 місяців тому

      @@SamuelLeeds That's a nice position to be in.
      Mine are in Ayrshire and were bought between 2004-2007...I really can't explain the stagnation up here.

  • @Asif24960
    @Asif24960 2 роки тому

    This is great info

  • @katiemiaana
    @katiemiaana 2 роки тому

    I think very rich people should pay high tax - it goes to public services so if you want low crime which business people often do and people to be able to pay rent then it pays to have a good education, policing and health system.

    • @EthanolEnthusiast
      @EthanolEnthusiast 2 роки тому

      How do you tax the rich? Doubt most even have assets in the country, good luck with that.

    • @katiemiaana
      @katiemiaana 2 роки тому

      @@EthanolEnthusiast Maybe work around it by taxing people not assets? Otherwise yeah just accept status quo ambulances taking 2 hours, rising crime and poverty and mental illness because someone wants another porsche.

  • @ImolaLND
    @ImolaLND 2 роки тому

    Thank you so much 🙏😊

  • @proofofdoubt
    @proofofdoubt 2 роки тому +1

    bossing samuel im hoping to be part of your job so can i be your employee , i seeking for job

  • @mrsandhu19801
    @mrsandhu19801 2 роки тому

    Contacted them (Natasha) and said they don't deal with people who buy and sell properties lol

  • @sim467
    @sim467 2 роки тому

    Hi Samuel I have been watching ur videos and all of them are very inspiring. Would u be able to guide me how to attend ur trainings as I would like to learn more.

  • @erudicity1126
    @erudicity1126 2 роки тому

    Brilliant Samuel. Go Gorilla 👌

  • @UK7868
    @UK7868 2 роки тому +1

    This is valuable content, thank you

  • @TheGalaxy1
    @TheGalaxy1 2 роки тому

    Get in touch with me, I would like to work with you and can show you the property deals I have done up to date.

  • @amith2947
    @amith2947 Рік тому +1

    Cautious ⚠:- Capital Gains tax is at £6000 for April 2023 to April 2024 and it's known to decrease to £3000 for the following financial year.
    www.gov.uk/capital-gains-tax/allowances

  • @EnestherTv
    @EnestherTv 8 місяців тому

    thanks.

  • @markf1mark
    @markf1mark 2 роки тому

    I'm studying my final year construction project management degree, as a landlord would this mean I'd be able to offset the cost of this against my tax

  • @Frenchies1
    @Frenchies1 2 роки тому +2

    Great watching your videos Samuel,but every time I comment on one of them, scammers contact me on the comments trying to harvest my details,I've contacted UA-cam about this but they don't seem to be interested in stopping it 🤔maybe you've have more luck if you try rising this with them 👌✌️👍

    • @SamuelLeeds
      @SamuelLeeds  2 роки тому +1

      I have a full time member of staff who deals with spam and scammers , they are relentless

    • @Frenchies1
      @Frenchies1 2 роки тому

      @@SamuelLeeds I don't know if your staff could have a look at my comments on your site they'll see these scammers asking me to contact them on telegram,I know it's not you so I've ignored them.just thought you might want to be aware of it Samuel 👍

    • @Probity100
      @Probity100 2 роки тому +1

      @@SamuelLeeds One called Philip /Andrew said to contact him to buy crypto. He even uses the same profile picture as yours. Definitely will damage your brand if a gullible viewer trusts them.
      See what I mean on my other comment & on this thread? The scammer replies. Your staff member is not doing their job.

    • @hayleyb4452
      @hayleyb4452 2 роки тому +5

      If there is a staff member monitoring these spam comments, they are doing an absolutely appalling job.
      If this is a true representation of the level of service your business provides, its not one I would deal with

    • @Frenchies1
      @Frenchies1 2 роки тому

      @@SamuelLeeds hi Samuel just had another one asking me to contact them on WHATSAPP 😂

  • @123MondayTuesday
    @123MondayTuesday 2 роки тому +7

    tax is optional now thanks to Rishi

  • @wildhurricane3238
    @wildhurricane3238 2 роки тому

    Last month samual bro donated me a 5,000 dollars 💸 thankyou samual bro

  • @MichaelWilliams-lo3ix
    @MichaelWilliams-lo3ix 2 роки тому +1

    Brillant

  • @The_Unintelligent_Speculator
    @The_Unintelligent_Speculator 2 роки тому +2

    Just get an accountant.

  • @Eggbyy
    @Eggbyy 2 роки тому +2

    First

  • @davidirwin7849
    @davidirwin7849 2 роки тому +1

    Courtney 👀 😋

  • @Midlife_mike
    @Midlife_mike 2 роки тому +3

    Shame the only advice was “talk to your accountant “ and it looks like she doesn’t even own a property thus far

  • @lr6733
    @lr6733 2 роки тому

    The mini budget/Liz Truss actually killed the buy to let market. Thank god she's gone.

  • @allthe2703
    @allthe2703 2 роки тому

    Let’s talk 👎

  • @dr.clivejames4567
    @dr.clivejames4567 2 роки тому +1

    💰🏡 Hmm 🤔…
    Interesting! 🤨

  • @ralucauk
    @ralucauk 2 роки тому

    That popping sound effect drives me mad! Would it be possible to leave it out please? Trying to listen to the video while getting the kids to sleep

  • @NY-Dani
    @NY-Dani Рік тому

    That blondie is far too pretty to be an accountant.