Real Estate Investments
Supporting the asset of choice for many wealthy families and investors worldwide
Private companies are used worldwide as an effective means for the holding of a wide variety of assets and for managing risk however, their use can sometimes present difficulties. As non-financial assets that may not produce an investment return, some fiduciaries are reluctant to hold them in trust structures which makes a private company a more suitable vehicle.
Long-term attractions of investments in real estate can be complex, with legal, tax and administrative requirements to adhere to. Specifically, in the United Kingdom, where the tax treatment of real estate has changed significantly in recent years and there is onerous legislation applying to landlords.
Through our network of third-party specialist service providers, Forward can bring together all the necessary expertise required for the management of this asset class in accordance with legal and regulatory requirements, and in a cost-effective manner.
Services include:
· Structure formation
· Company and trust services as required
· Tax reporting including VAT returns
· Accounting and financial reporting
· Maintenance of all corporate governance documentation
· Management of all compliance and related reporting
The Forward Approach to Real Estate Investments
- Separate legal personality of the holding entity
- Tailored in line with each client’s needs and requirements
- Access to investment opportunities in multiple markets
- Orphan vehicle for VPFs, SPVs and private trust companies
Key Contacts
Our experienced team can create and administer property holding structures including property holding unit trusts, limited partnerships, trusts, companies, and foundations.
Ready to move forward?
Talk to our team today and let's move forward together, with clarity and confidence.
