Specialist Capital Allowances Support for Accountants, Solicitors and Surveyors
Helping professionals unlock hidden value for their clients.
In today’s competitive environment, clients expect advisers to deliver not just compliance, but real added value. One often overlooked opportunity lies within capital allowances – a powerful form of tax relief available on commercial property purchases, developments, and refurbishments.
We partner with accountants, solicitors, architects, and surveyors across the UK to support their clients in unlocking these hidden tax savings. We act as a specialist extension of your service, providing the technical expertise required to maximise claims while protecting your client relationships. Whether you are advising on property transactions, refurbishment projects, or commercial investments, our capital allowances expertise ensures your clients receive the full financial benefit they are entitled to — with no disruption to your existing services.
We offer clear, HMRC-compliant reports and tailored advice, so you can offer enhanced value, improve client satisfaction, and protect against future tax enquiries. Our goal is simple: to help you support your clients better, without adding complexity or risk.
Solicitors
During the purchase process the Capital Allowances within a commercial property need to be established. The full tax history of the property must be obtained and a clear understanding of the restrictions on any claim needs to be identified.
Conveyance solicitors have a duty of care to advise on tax aspects of a transaction notwithstanding they may know little about CAA 2001. In addition from April 2014 unless both the pooling requirement and fixed value requirement have been satisfied the availability of future Capital Allowances claims within a property can be lost, thus increasing the possibility of future litigation.
The standard CPSE.1 (version 3.4) documentation acts as a check list in the purchase/sale process and comments such as not applicable or not known are not now acceptable.
We can help complete section 32 of the CPSE documentation.
Accountants
Solicitors frequently pass section 32 of the CPSE documentation to a client’s accountant for completion. A detailed knowledge of CAA 2001 and case law is required and some accountants will be able to complete the section.
A due diligence exercise needs to be undertaken to identify and value the plant or machinery within the property and to establish whether or not Capital Allowances have previously been claimed on some or all of those assets.
The full tax history of the property will also need to be established including whether or not industrial buildings, hotel or agricultural buildings allowances have previously been claimed in appropriate buildings.
We would work closely with your finance director or external accountants to arrive at a just and reasonable figure for Capital Allowances within the property.
We also have a number of accountants who provide us with referral work on existing portfolios. If you are interested in working with us, find out more about how we manage capital allowances for accountants.
Surveyors and Estate Agents
From April 2012 and April 2014 the rules on Capital Allowances in used properties changed such that unless the fixed value requirement have been satisfied the availability of future Capital Allowances claims within a property can be lost.
Most of the larger practices of surveyors and estate agents have an in-house expert who can advise clients on the availability of Capital Allowances but smaller practices do not.
We would work closely with your property consultant to achieve the best result for your Capital Allowances claim.
Architects
Architects have an opportunity to add value beyond design. Many elements specified within construction projects – including mechanical and electrical systems – may qualify for capital allowances. By collaborating with CA Select, architects have the opportunity to help their clients realise significant future tax savings as part of their overall project planning, ensuring developments are not only functional and beautiful but also tax-efficient.
Work With CA Select
We understand the trust your clients place in you. We act as an extension of your professional team — discreet, collaborative, and focused on delivering the best outcome for your clients.
If you would like to explore how we can support your practice with specialist capital allowances advice, please get in touch.
We are always happy to have a confidential discussion with you or your clients.
