Tax Tactics

Protect, Profit & Pay Less

Build smart. Keep more. Scale with certainty.

The Tax Tactics Course is your go-to guide for mastering the tax side of property investing, so you can grow your portfolio without leaking profit, getting blindsided by HMRC, or missing out on powerful reliefs and strategies.

Whether you're a landlord, developer, or property entrepreneur, this course equips you with the tax knowledge you need to protect your income, structure your business right, and make financially savvy decisions every step of the way. From personal ownership and limited companies to incorporating portfolios and advanced planning strategies, you'll get the tools to build a rock-solid, tax-smart foundation.

Inside, you'll uncover how to legally reduce your tax bill, plan exits with clarity, and choose the right structure for every deal. You'll learn about capital gains, SDLT, income tax, incorporation reliefs, furnished holiday lets, trusts, joint ventures, and more, presented in a way that's clear, actionable, and designed for property people.

You won't just learn what the rules are, you'll learn how to apply them in real scenarios with case studies, templates, checklists, and screen recordings to guide you through everything from setting up a company to filing smarter accounts.

This is tax training built for investors who want to play the long game.

Plan smarter. Keep more of what you earn. Invest with confidence.

If you're ready to stop leaving money on the table and start running your property business like a tax-efficient machine, the Tax Tactics Course is your next move.

Unlock the strategies. Keep more profit.

What is Tax Tactics?
Tax Tactics is a step-by-step programme covering the tax side of property investing, from personal ownership and limited companies through to incorporating an existing portfolio and advanced planning strategies. It includes case studies, templates, checklists and screen recordings, and walks you through everything from registering a company to understanding your annual accounts.
How long will it take me to complete?
Most people complete the Tax Tactics course in about 2 days, depending on their schedule and other commitments. However, it's recommended to take your time and absorb the content gradually, rather than rushing through it, to get the most value and real-world results.
When can I start my course?
You can start your course immediately, it's all online and available in your library as soon as you log in. You can work through it at your own pace, whenever it suits you.

THIS COURSE

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Purchase this course and get instant lifetime access – study at your own pace, on any device.

£1,494

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This course is included as part of The Academy – Steve's 12-month intensive coaching and mentoring programme.

✓ Weekly live training and Q&As
✓ Twice-monthly 1:1 coaching
✓ Lifetime access to all 10 courses
✓ Expert community and power team

Tax Tactics

Content Structure

Module 1: Introduction & Foundations
Lesson 1: Welcome & Course Overview
Lesson 2: Why Tax Planning in Property Matters
Lesson 3: The Changing Tax Landscape (2015–2025)
Lesson 4: Key Updates for 2025/26

Module 2: Property Tax Fundamentals (Personal Ownership)
Lesson 1: Income Tax on Rental Profits (Basics)
Lesson 2: Allowable Expenses & Deductions
Lesson 3: Tax on Sale – Capital Gains Tax (CGT) Basics
Lesson 4: Personal Ownership – Pros, Cons & Other Taxes

Module 3: Limited Company Ownership & Taxation
Lesson 1: Taxation of Rental Income in a Company
Lesson 2: Withdrawing Money – Salary vs Dividends
Lesson 3: Summary – Using a Limited Company
Lesson 4: ATED

Module 4: Buying & Selling Properties – Taxes and Reliefs
Lesson 1: Stamp Duty Land Tax (SDLT) – Purchases
Lesson 2: Selling Property – Capital Gains Tax Details
Lesson 3: Landlord Exit Strategies & Other Taxes

Module 5: Incorporating an Existing Portfolio
Lesson 1: Why Consider Incorporation?
Lesson 2: Incorporation Relief (Section 162, TCGA 1992)
Lesson 3: SDLT Relief via Partnership Route
Lesson 4: Step-by-Step: How to Incorporate Your Portfolio
Lesson 5: Post-Incorporation – What Changes?

Module 6: Advanced Tax Planning Strategies
Lesson 1: Joint Ownership & Spouse Tax Planning
Lesson 2: Furnished Holiday Lets (FHL) & Short-Term Lets
Lesson 3: Property Development & Trading vs Investment
Lesson 4: Tax Avoidance vs. Evasion – Staying on the Right Side

Module 7: Staying Updated, Compliance & Next Steps
Lesson 1: Keeping Up with Tax Law Changes
Lesson 2: Leveraging Professionals & When to Seek Advice

Module 8: Setting Up a Limited Company – Step by Step
Lesson 1: Should You Set Up a Company?
Lesson 2: Choosing Your Company Name & Registered Address
Lesson 3: Roles in a Company – Director, Shareholder, PSC
Lesson 4: SIC Codes – Choosing the Right Business Activity
Lesson 5: Registering Your Company
Lesson 6: Finding a Good Property Accountant
Lesson 7: Opening a Business Bank Account
Lesson 8: Initial Setup Checklist & Ongoing Duties

Module 9: Company Accounts & Financial Basics
Lesson 1: Profit & Loss (P&L) – What It Tells You
Lesson 2: Balance Sheet Basics
Lesson 3: What to Review Each Year
Lesson 4: Optional Tools & Software

Module 10: Advanced Tax Tactics, Structure, Sliced & Save
Lesson 1: Capital Allowances (commercial property)