Industry: Real Estate
Service Provided: SDLT Advisory
Our client, a dental surgeon & property investor, had recently purchased a residential property and was facing a significant Stamp Duty Land Tax (SDLT) bill. Having previously worked with Bonham & Brook, he returned for specialist support when the newly increased SDLT rates made it essential to explore every legitimate tax-saving opportunity.
The Challenge
The client’s primary concern was the SDLT liability, which would have been calculated under the higher-rate residential SDLT rules (including the additional dwelling surcharge). Based on his assessment of the property, he believed that non-residential treatment might be applicable, but sought specialist support to ensure that any position taken would be robust & defensible in the event of HMRC scrutiny. The objective was clear: achieve the most efficient SDLT outcome without introducing compliance risk.
The Solution
Bonham & Brook provided a full, end-to-end service:
- Conducted a detailed property analysis and eligibility review.
- Compiled a comprehensive audit trail and produced a technical report.
- Prepared all documentation in anticipation of any HMRC enquiry.
“B&B laid out everything from the start, they were transparent with what was needed, what to expect, and how strong the case was.”
Impact & Results
- Reduced SDLT liability through successful non-residential classification.
- Peace of mind via HMRC enquiry-ready documentation.
- Expanded engagement into further tax planning & capital allowances opportunities.
“I felt confident Bonham & Brook had my best interests at heart throughout the entire process.”
Bilal Hayat, Property Investor & Dental Surgeon, Life Dental Services Limited
Why Bonham & Brook?
With proven expertise in SDLT reclassification and property tax strategy, Bonham & Brook combines technical precision with efficient processes & communication – offering clarity before commitment.
Working with Bonham & Brook
- Transparent, upfront advice, even before engagement.
- Responsive communication
- Guidance through every step of the process.
Looking Ahead
Following the success of this claim, the client has engaged Bonham & Brook for further capital allowances reviews, deepening a trusted partnership built on results, reliability, and genuine care.
Bonham & Brook has a score of 4.8/5 on Trustpilot.
To discuss how Bonham & Brook can help your business contact us today.