Optimise Accountants - Our Services

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    13-Sep-2014

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About Optimise Accountants - Property Tax Specialists There are many property investors that already have accountants. Let me ask you this: Does your accountant truly understand property investing and more importantly do they own their own property portfolio? As Stephen Covey suggests To know but not to do is really not to know We have spoken with people that became our clients, and found they were paying more tax than they should. They were not using the right capital allowances, paying too much VAT on refurbishment and not utilising limited companies in an effective way. Maybe you can relate the above to your situation or how you might be feeling? We have been in the accountancy and tax world since 2003 and property investing since 2007. We Optimise your property portfolio in these ways: Understand your goals and provide pro-active tax planning Help you to develop your strategy for property investing Evaluate each property investment to see if you are getting the most cash and returns on your portfolio Send you articles and videos guides of how to maximise your wealth and property investments We will act as your agent to HMRC so that you are not bothered by the tax man We will provide you with a set of accounts and send them to Companies House (if applicable) Call us free from 8am to 8pm Monday to Friday to ask questions or seek advice Our services start from 96p per day and we have saved clients 1,000s in tax and VAT that they should not have paid in the first place. Specialties Tax, Capital allowances, VAT, Income Tax, CGT Capital Gain Tax, Property Investing, Accounting, Goals and Objectives

Transcript

Achieving personal and business goals

Property Tax Specialists

Our Services

1

Do you feel uncertain when it comes to tax?

Are you frustrated because your accountant that does not understand you?

Feel isolated and alone when it comes to financial decision?

Are you.

Make more money and pay less tax on your property portfolio

- Ask them how they feel right now - What is their current situation - Eek out any frustrations, pains and ask How is this making you feel

2

An accountant that understands you?

An accountant that helps build your wealth every step of the way?

Like to earn more & still pay less tax?

Surround yourself with like minded people?In the future would you.

Make more money and pay less tax on your property portfolio

Ask what it would be like for them to get the support they want?

Identify what support they want

3

What are your goals?

In the future

Make more money and pay less tax on your property portfolio

- Ask Why it is important for you to achieve their goals? - Ask What will it be like when you achieve your goals? - Speak about the achievements they have made to date (research)

- Ensure you make them feel positive.

4

What is stopping you from achieving those goals sooner?In the future

Make more money and pay less tax on your property portfolio

- Ask What is getting in the way of those goals - Ask How do you feel when a goal is so near but things always get in the way - Ask What do you need in place to achieve your goals

- Use the answer in the remaining part of the presentation with the benefits

5

Self Assessment and tax returns Partnership accounts Companies House annual returns Profit & Loss reporting Book Keeping Set up limited companies Property portfolio review and thats not allWhat we will do for you

Make more money and pay less tax on your property portfolio - Say All good accountants will provide these standard services- Ensure that you identify the people that they know who are our clients, commonality birds of a feather flock together

6Using the right suppliers

Make more money through property without the tax

Make more money & pay less tax on your property portfolioAsk Would it be useful to reduce the cost of refurbishment on your next property deal?

Get a Yes answer

Talk about the savings with LNPG and how it can save money7Reduce your VAT costs

Make more money through property without the tax

Make more money & pay less tax on your property portfolio

Reduce your refurbishment vat costs from 20% to 5%

Properties empty for more than two years

Converting single occupancy properties to multi lets

Ask Would it be useful to reduce the VAT cost of refurbishment on your next property deal?

Get a Yes answer

Talk about the VAT structure for properties - Older than two years and empty - Properties being converted into a multi let rather than single let8Hire or buy Furnished properties

Make more money through property without the tax

How much does it cost to buy?

Kitchen machinery: fridge, freezers, washing machine Bedroom furniture (beds, wardrobes, cupboards) Dining room furniture: tables, chairs Living Room: TVs, videos, settees, tables

Make more money & pay less tax on your property portfolioAsk Do you have furnished properties

- Talk about 10% wear & tear allowance of furnished properties - Talk about the costs that may be offset against their tax liability

Skip over if they do not9Reduce your tax Use Limited Companies

Make more money through property without the tax

Make more money & pay less tax on your property portfolioReduce your tax from 40% & 50% to 20%

High tax earners can set up limited companies to charge them a management fee for running their property portfolios

Talk for 5 minutes around this chart10

Make more money through property without the tax

Do the numbersFREE Spreadsheet templates - Ask how they review their current property portfolio

Talk through the property portfolio benefits

- Ask if this would be useful to them

11

Make more money through property without the tax

Do the numbersFREE Spreadsheet templates

- Ask how they analyse their investment decisions now

- Ask if this would be useful to them

12Always there for you

Make more money and pay less tax on your property portfolioAccess me personally by Phone Text Email Facebook messages LinkedIn messages

I am here for you

- Talk about like minded people - Who are they like and mention their name - Speak about wealth & financial planning - Ask would they find this useful?

- Hand them the invite If you sign up with us today we will give you this event worth 297 for free to meet our other clients like [Give new names of people that they know whom are also our clients]13

Make more money and pay less tax on your property portfolioFinancial Wealth & Tax Planning workshopFree for clients on sale for 297

- Talk about like minded people - Who are they like and mention their name - Speak about wealth & financial planning - Ask would they find this useful?

- Hand them the invite If you sign up with us today we will give you this event worth 297 for free to meet our other clients like [Give new names of people that they know whom are also our clients]14Thank you

FREE Gift to you

Make more money and pay less tax on your property portfolio

- Say thank you for taking the time to listen to you - Whatever is there property strategy tell them that the free e-book will be placed in their DropBox folder - Also mention that the spreadsheet will also be placed there for them

15How much do we charge?

Make more money and pay less tax on your property portfolio Financial Statements (Profit & Loss, Balance sheets) We take away your headaches of tax returns Companies House annual returns Your agent for HMRC Use your property spreadsheet templates - 95 RRP We set up your limited company for free - 95 RRP Property portfolio review - before you buy - 297 RRP Free attendance to Property & Tax Mastery - 297 RRP

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Repeat the benefits shown in the previous slidesAs at each point Did I describe this point in sufficient detail?If they want to talk more about the benefit then allow them to.Ask Do you feel that these benefits would add value to your property & financial strategic plans

16How much do we charge?

Make more money and pay less tax on your property portfolioaaaaaaaa

Self AssessmentLimited CompanySelf Assessment + Limited Company34.95 per month49.95 per month69.95 per month69.95 include book keeping79.95 include book keeping99.95 include book keeping

Financial Statements (Profit & Loss, Balance sheets) We take away your headaches of tax returns Companies House annual returns Your agent for HMRC Use your property spreadsheet templates - 95 RRP We set up your limited company for free - 95 RRP Property portfolio review - before you buy - 297 RRP Free attendance to Property & Tax Mastery - 297 RRP

Show the price17Contact us TODAY.

and we will send you a FREE guide to property investing

W: www.optimiseaccountants.co.ukT: 0115 946 1991E: simon@optimiseaccountants.co.uk

Make more money and pay less tax on your property portfolio18

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