Estate planning and moving properties into a company

It’s that time again! Let’s get into this week’s Ask Rob & Rob with two new great questions… 

• (0:42) Claire has four properties in her portfolio and has just received a surprise inheritance large enough to clear all her mortgages. But should she use it to pay them off?  And how can she make sure her portfolio stays protected and tax-efficient for her family’s future? 

• (6:15) Danny owns two rental properties in his personal name that perform steadily but with modest returns. With a new limited company set up for his next investment, he's wondering, should he keep them or sell and reinvest through the company? 

Links: 

• Watch our YouTube video “Accountant Explains How To Pay 0% Property Tax (Legally)” here. 

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