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A Wealthy Life

Feb 22, 2024


In this episode, I am re-joined by Sean, The Property Tax Accountant

Sean breaks down the pivotal question many investors grapple with: should you hold property in your personal name or within a limited company? 

With recent tax changes like Section 24 shaking up the landscape, Sean unravels the implications for landlords and underscores that personal circumstances dictate the best approach. 

We also discuss the additional responsibilities that come with corporate ownership and why individual financial insights, coupled with a skilled accountant's guidance, are indispensable in making informed decisions.

We examine the legalities of tax planning, the illegality of evasion, and the ethical grey area of avoidance, particularly the aggressive kind that stays within the law's bounds.

We tackle the considerations for using a limited company for property investment, the strategic planning involved in setting up such a company, and the benefits of group structures like Special Purpose Vehicles (SPVs).

Sean also highlights the significance of cultivating strong relationships with professional advisors who can help navigate tax and financial planning. 

As a parting gift, we cover the importance of understanding business tax essentials and why trusting professionals with your accounts is crucial. 

Subscribe for more episodes, and remember, for insights into wealth strategy and property investment, keep connected for tips into making the most of your property investments.


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Has this podcast started you thinking about what A Wealthy Life might look and feel like for you?


Why not spend another 3 minutes and take my online audit called Readiness to Retire Wealthy based on the five principles discussed in The Wealthy Retirement Plan book and episodes of this podcast?


The assessment provides you with a personal score and report to help you take back control of your financial future – something business owners and employees both forget – but for different reasons.


Browse Books by Vicki: 

Using Other People’s Money: How to invest in property 4th edition  

Make More Money from Property: From investor thinking to a business mindset 2nd Edition  

Property for the Next Generation: Securing your future in uncertain times 2nd Edition  

The New Estate: Insights from the 22nd century  

The Wealthy Retirement Plan: A revolutionary guide to living the rest of your in style  


Or read the following Ebooks on  

9 Critical Property Principles  

The De-Job Yourself Manual: Break your reliance on a monthly wage  

The Values Manual: Understand what your values are and how they can be key to a successful business   

The Goal Setting Manual: Create meaningful and practical goals then achieve them