Specialist Accountants for Estate Agents

From listings to lettings, we’ve got your accounts covered

Managing a successful estate agency requires in depth sector knowledge and the ability to take care of multiple tasks at any time, all whilst complying with the relevant legislation and responsibilities. 

We have worked with many Estate Agents of varying size over the years including start-ups and newly incorporated agencies to fully established sales and lettings businesses with individual or multiple locations.

Whether you are looking to start up or grow your business, or if you are thinking of buying or selling an agency, we have the specific expertise to help you succeed. 

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We help estate agents with:

We provide advice and help our legal professionals with the following services:

  • Preparation of annual statutory accounts

  • Preparation of tax returns

  • Monthly/quarterly management accounts

  • Review to identify opportunities to increase profits

  • Compliance with ARLA (Association of Residential Lettings Agents), NAEA (National Association of Estate Agents) and RICS (Royal Institution of Chartered Surveyors) requirements

  • Bookkeeping

  • Payroll and auto-enrolment

  • Cashflow forecasting

  • Cash management including payment runs

  • IHT planning

  • Capital Gains Tax (CGT) on asset disposals and restructuring

  • Stamp Duty Land Tax (SDLT)

  • Trust and estate planning for both succession and retirement

  • Assistance with acquisitions and disposals

  • VAT compliance and advice

  • Business structure review (sole trader/partnership or corporate structure)

  • Finance review to obtain finance

  • Annual strategic business and tax review

  • Audit of statutory accounts (where applicable)

  • Mergers and acquisitions

  • Forensic accounting

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Why choose RWB?

  • We have decades of experience in helping clients with a full suite of accountancy services.  Our diverse and dedicated team specialise in everything from Personal Tax and Corporate Accounts to Inheritance Tax Planning and Forensic Accounting. 

  • We are governed by the ICAEW, which has the highest standards of integrity and ethics.

  • We have a rigorous protocol: all completed work is checked by your dedicated client manager and then again by one of our directors

  • Our meticulous procedures significantly reduce the risk of anything being missed or completed incorrectly.

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What our clients say

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“The whole team is very efficient and responds to any questions or queries immediately. We are very happy with the service.”

— Mrinal

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“This is my 41st year as a client of RWB or its predecessors. The service has always been superb and, even better, friendly.”

— James

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“Nick Bonnello and the team have always been on hand to offer excellent advice and guidance at every step of the way. I can’t recommend them enough!”

— Dan

Contact us

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Would you like to learn more? Our team are happy to help!

FAQs

What accounting services do you provide for estate agents?

We specialise in Property Tax and we offer a range of services, including preparation of annual statutory accounts, tax returns, and monthly or quarterly management accounts.

How can you help increase profits in my estate agency?

We perform in-depth financial reviews to identify areas for profit growth, streamline operations, and provide strategic business advice. Our in-depth knowledge of Property Tax and our compliance knowledge of ARLA, NAEA, and RICS standards, ensures that we can create a robust tax efficient Property Tax strategy, which is compliant with all relevant legislation.

What tax planning services do you provide?

We specialise in Property Tax, which includes Stamp Duty Land Tax, Inheritance Tax planning, Capital Gains Tax on asset disposals and restructuring. Our Property Tax Specialists are proficient in handling complex tax scenarios which are crucial for estate agents.

Can you help me with cash management, including payment runs?

Yes, we ensure your cashflow is optimised and handle payment runs to maintain operational efficiency. managing the often-variable financial cycles of estate agents. We also manage bookkeeping and payroll, ensuring compliance with auto-enrolment requirements. We can also provide guidance on employee benefits

Can you help me with cash management, including payment runs?

We understand how essential cash flow management is within the fluctuating market condition. We can predict future revenue with reliable and realistic projections. We can help to decrease the impact of cash shortages.

Our superior software can also help you evaluate how potential scenarios impact your financial outcome, allowing you to adapt to potential challenges and seize growth opportunities.

What financial reports do I need to run my estate agency effectively?

Monthly or quarterly management accounts, cashflow forecasts, and profitability analyses are essential for making informed decisions.