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LANDLORDS - CASTLE EDEN & UK-WIDE

Your property.
Your tax position.
Made clearer.

From one rental property to a growing portfolio, we help you bring the records together and understand the reporting needed. Clear support that takes account of how you own the property and your wider income.

 

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Your own point of contact

Clear advice in plain English

Services and fees agreed with you

WHERE YOU ARE NOW

Does this
sound like you?

Start with what is happening in your situation. We’ll help you understand the relevant work and agree the support that fits.

01

You have started letting a property.

You want to understand what information matters, how to keep the records and what reporting may be needed.

02

You have more to keep track of.

Several properties, agent statements and repair bills need organising so the full picture is easier to see.

03

Your circumstances are changing.

A purchase, sale or ownership change raises questions. You want to discuss the accounting and tax implications early.

HOW WE SUPPORT YOU

Rental records.
Connected reporting.

We’ll talk through what you already handle and where you need help, then agree the services, information and approvals needed to work together.

A FAMILIAR POINT OF CONTACT

Someone who understands your circumstances, explains what is needed and helps you find the next step when questions come up.

RENTAL REPORTING

Bring the property figures together.

We prepare the agreed rental-income reporting using your records, explain the figures and arrange submission after approval.

RENTAL RECORDS

Keep income and costs organised.

Agree support with rent, agent statements and invoices so the information behind your reporting is easier to follow.

OTHER INCOME

Connect the personal tax picture.

Employment, self-employment and other income may sit alongside rent. We can agree the personal return work needed across those sources.

COMPANY-OWNED PROPERTY

Match support to ownership.

If the property is owned by a company, we’ll discuss the accounts and company tax work rather than treat it as personal rental income.

Property sale reporting, ownership advice, previous years and ongoing digital updates are additional work unless included in the agreed scope.

LET'S TALK IT THROUGH

Start with a conversation.

Tell us what is happening, what you need help with and any dates coming up. We’ll explain the relevant work and agree a practical next step.

WORKING WITH TREGGENA

A clear start.
A practical way forward.

We’ll explain the information needed, the work we are handling and what happens next, so you know where you stand.

01

Tell us where you are.

Share your circumstances, the records available and any questions or deadlines you want to discuss.

02

Agree the right support.

We explain the proposed work, responsibilities and fees, then complete the relevant onboarding and checks.

03

Bring the information together.

We provide a tailored checklist and agree how to share records securely, with time to resolve any gaps.

04

Review and take the next step.

We explain the agreed work, obtain the necessary approvals and confirm the actions needed from you.

ADVICE FOR YOUR NEXT QUESTION

A useful
starting point.

Explore the relevant information, then talk to us about what it means for you.

ADVICE

Your next question

Explore our questions and answers, or speak to us about a situation that needs a closer look.

These resources are a starting point. Speak to us about how the information applies to your circumstances.

A CONVERSATION

A change in ownership?

Discuss a proposed purchase, sale or ownership change before assuming the annual return covers it.

REFERENCE

Accounting terms, explained

Look up unfamiliar accounting language, then ask us how it relates to your figures.

BEFORE WE TALK

A little more
clarity.

A few things you might be wondering before getting started. For anything specific, tell us about your circumstances.

YOUR NEXT STEP

Your properties.
A clearer plan for the numbers.

Tell us about your circumstances and the support you need. We’ll explain how we can help and agree what happens next.

Based in Castle Eden. Supporting limited companies across the North East and UK.

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