Our Approach
- Understood the client's aspirations and long term vision
- Lead financial advisors in negotiations to secure the appropriate mix of Bank and Scottish Government funding to support the development and initial infrastructure.
- Prepared annual and long term cashflow forecasts to show short, medium and long term outlook for the development.
- Developed a bespoke interactive reporting platform, to monitor and report the development income and costs.
- Advised on complex Capital Gains Tax, Inheritance Tax and VAT matters
- Collaborate with the client's other key advisors
- Provide operational support to the estate’s finance team.
The Benefits to the Client
- Optimising cashflows at front end of the Development by attaining significant tax reliefs in the structuring and attribution of Section 75 planning gain costs.
- Provide management reports and briefing papers that are useful for making key strategic decisions with the development and estate.
- Support in areas where they did not have expertise internally.
The Plus Factor in Action
- We helped our client make money by securing maximum tax reliefs available
- We saved our client time by providing ongoing strategic and operational support to allow estate staff to focus on their day job
- We gave our client peace of mind by implementing a robust management reporting framework giving them real-time visibility of their finances and future cashflows and comfort in knowing their long-term visions are attainable
- We support them now and in future as we have provided compliance services to the estate for many years the client had confidence that we could support them with their continued growth and visions for the future
