Capital allowances advisors

Each year millions of pounds of tax allowances and reliefs go unclaimed.

Tax issues are often overlooked or considered at a late stage in property transactions, but when the full suite of options for tax allowances are used proactively they can secure significant savings from acquisitions, disposals, developments and brown field remediations.

For many tax is a consequence, rather than a strategy. Working alongside our clients to deeply understand their circumstances we leverage tax reliefs to positively shape property strategies; maximising your potential, opportunities and savings across property transactions and developments.

We understand that commercial business drivers will always dominate property development and investment, but if tax allowances and reliefs are used strategically they can significantly enhance returns. Our experience means that we know where to introduce and implement tax allowance strategies for maximum effect.

Contact us

Construction claim assessment

Capital Allowances is a technical and specialist activity that requires an optimal blend of knowledge, experience, and attitude.

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Our services are provided by senior advisers that have performed at the highest level across a variety of service platforms. Accounting, surveying and property consultancy experience blends together a considered and mature approach to claim solutions. We assume a thorough approach is required in all client requests but wherever possible we adopt simple, clear and disclosed services.

We believe capital allowances are an essential aspect in any project armoury and an invaluable value engineering tool. The inclusion of capital allowances estimates to project viability, feasibility, and financial modelling studies is paramount to enable our clients to fully consider project scope and returns. Maximising capital allowances then becomes an intrinsic project element, providing confidence to clients, and all stakeholders and interested parties.

Having a range of understanding through plant and machinery allowances, general plant, integral features, super deductions and first year allowances, structure and buildings allowances, contributions, grants, repairs, etc requires a holistic experienced approach to evaluate the best approach required.

Strategic acquisition advice

Our consultants have 20 plus years of advising on large and complex transactions through proactive planning and negotiation.

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Best practice and a high level of understanding underpin capital allowances transaction strategies, whether in selling or buying scenarios. Adopting a bespoke forward-thinking strategy establishes a competitive advantage over the opposing transacting parties, and in this respect capital allowances is no different to client investment and negotiation advice. A little proactive planning using foresight and judgement goes a long way to providing knowledgeable and maximised tax outcomes.

The building fixtures environment has evolved many times over the last 20-30 years, with finally, in the last 5 years at least, HMRC achieving a greater level of control and transparency. Significant opportunities remain however, for both sellers and buyers through an understanding of seller structure and positioning, protection and creative use of allowances both unidentified or identified, or knowing the right information required at the right time out with the standard CPSE enquiries. The key to success is in engaging the right expert early.

Sectorising allowances

All industry sectors are unique but require a tailored and transferable approach of core disciplines.

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Our cross trained senior surveying and tax experts have a unique set of skills which are required to assess, evaluate, review and document optimised capital allowances claims for our clients. We believe that core capabilities are essential to maximise savings in all industry sectors including offices, hotels and leisure, healthcare, manufacturing and so on. Whilst some industries require a more truly specialised approach such as the water industry or previously sports stadia and grounds (safety at work), we are also firm advocates of establishing expert knowledge in our client sectors.

Years of experience in listening to our clients business ideas and aspirations has taught us where best to place our focus in building strategies to increase allowances and savings. Existing building alterations may throw up a high degree of incidental assets, hotel projects will include a significant amount of embellishments and finishes, and healthcare builds will contain a high incidence of protective and clean assets. We listen, we learn, and we understand to how best develop our services to serve our individual clients.

Land remediation relief

An extremely rewarding tax relief that necessitates a highly specialised level of qualitative due diligence.

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Capital allowances advice requires a good degree of technical due diligence and entitlement considerations, and a high focus on analytical cost skills. However, the extremely valuable land remediation relief requires an opposing approach. To secure this relief It is fundamentally important to carry out a thorough understanding and review of all relevant client, transaction, property, environmental considerations, remediation strategy, and relevant costs to advise clients property. Failure to do so could be very costly.

A full review of this tax relief by HMRC several years back resulted in higher levels of legislative entitlement to focus the financial benefit where previously intended. Robust due diligence is key and must be enacted with the both the client’s and project consultant’s assistance to enable full disclosure of all relevant case facts. Our consultants are highly motivated to ensuring all client’s take advantage of this valuable project saving but with the correct, detailed approach.

Key capital allowances contacts

Peter O'Brien

    • Principal & Managing Director
    • Valuation Advisory Services
peter.o'[email protected]

News and updates

Avison Young bolsters planning team in Bristol

An image of three new starters in Bristol's Planning Team. 21 January 2025

Global commercial real estate firm Avison Young has announced the appointment of David Williams as an Associate in the planning team at its Bristol office, as part of its wider growth.

David has over 17 years of experience in planning, working in the East of England, London and the South West. He started his career working on land promotion and rural projects, before joining the team at Carter Jonas where he worked on the relocation of the Brentford FC stadium and various housing developments. In 2016, he joined the Bristol team at Planning Potential, helping retail giant Aldi secure new stores across South Wales and the South West. Most recently, David has acted as a planning consultant, advising on a range of projects from renewable energy to residential development schemes.

David’s role at Avison Young will be to support the directors and principal in the Bristol planning team at Avison Young, supplying clients with expert planning advice, managing the application process and negotiation, and consulting with stakeholders.

David’s appointment comes as the Bristol office continues to bolster its planning team, with two additional new hires. Lewis Godsmark has joined from Knight Frank and has since just passed his APC so is now a chartered town planner Lewis’s role at Avison Young focuses on providing planning consultancy for private and public sector clients, unlocking the full development potential of assets. Meanwhile, Charlotte Leach has been appointed as Graduate Planner, supporting projects across retail, housing and employment. Charlotte has also been selected to attend MIPIM 2025 as a Challenger, where she will network, join panels and present her ideas to leaders in the sector.

Pete Stockall, Principal at Avison Young UK, said:
“We’re very pleased to start 2025 having strengthened our planning team for a busy year ahead with David, Lewis and Charlotte. All three will be pivotal over the coming months as the National Planning Policy Framework takes shape to speed up housing delivery in the South West, and as local authorities across the region continue to drive their regeneration agenda. We have a strong, confident team who are ready to give clear advice to help deliver our clients’ commercial priorities.”

David Williams, Associate at Avison Young, said:
“I’m delighted to be joining Avison Young’s fantastic planning team. I’ve been working in the Bristol and South West for over five years, and I’ve seen first-hand how the market is changing. I’m excited to join Avison Young and play my part in the large scale and city centre-based projects that the team is often involved in. I enjoy the challenge of working on complex projects that result in positive changes to the urban environment and can’t wait to continue working to deliver best-in-class results for our clients.”

For more information, please contact:

Harriet Holbrook
Active Profile
E: [email protected]
T: 0151 556 7050

About Avison Young

Avison Young creates real economic, social, and environmental value as a global real estate advisor, powered by people. As a private company, our clients collaborate with an empowered partner who is invested in their success.

Our integrated talent realizes the full potential of real estate by using global intelligence platforms that provide clients with insights and advantage. Together, we can create healthy, productive workplaces for employees, cities that are centers for prosperity for their citizens, and built spaces and places that create a net benefit to the economy, the environment, and the community.

Avison Young is a 2022 winner of Canada's Best Managed Companies Platinum Club designation, having retained its Best Managed designation for eleven consecutive years.