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Options to receive income from an SPV property

Hello!

I want to create an SPV company and buy-to-let a property via it whilst taking buy-to-let mortgage.

I would like to ask: what will be the options when I finish paying the mortgage and become retired? How could I transfer the property from SPV to my ownership then or to otherwise to receive income without payint much taxes: corporation+dividend?

Many thanks...

Comments

  • Cscott139
    Cscott139 Posts: 149 Forumite
    Third Anniversary 100 Posts
    Are you currently a higher rate tax payer? Will you be looking to buy more properties in the future? Will it just be in your name?
  • ACG
    ACG Posts: 24,971 Forumite
    Part of the Furniture 10,000 Posts Name Dropper I've helped Parliament
    How far off are you from retiring?
    How many properties will there be?

    You need to be speaking to a tax adviser really, but a lot can change between now and retirement, depending on how far off you are from retiring.
    I am a Mortgage Adviser
    You should note that this site doesn't check my status as a mortgage adviser, so you need to take my word for it. This signature is here as I follow MSE's Mortgage Adviser Code of Conduct. Any posts on here are for information and discussion purposes only and shouldn't be seen as financial advice.
  • Have you spoken to a tax advisor? You need to speak to (and pay for) an expert - asking random strangers is no substitute for that.

    You also need to speak to a broker to compare BTL mortgage rates for you as an individual vs for a company.

    Which tax bracket are you in?

    Have you run some numbers at all? Have you at least attempted to model pre and post tax returns in a simple spreadsheet?

    It can get complex and the details depend on your very specific circumstances but, in general (there are exceptions):
    • buy-to-let mortgages for companies tend to charge a higher interest
    • a buy-to-let company can deduct all of the interest from its tax bill
    • a buy-to-let company pays less on a capital gain that an individual who has used up all his/her CGT allowance
    • a company may pay less tax, but this advantage may disappear once you extract the profits from the company and pay them to yourself as salary or dividends
    You need to calculate, based on your situation, how all these factors interact with each other and what the net difference would be vs buying the property in your name without a company.

    Are you investing mostly for the income every year or mostly in the anticipation of a capital gain after x years? or a bit of both?
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