Sedulo Real Estate

Real Estate

Contents Introduction

2

Property Funding

5

Capital Allowances

7

Property Tax Advisory

9

Other Services

11

Case Study

15

Giving Back

17

The Wilson Club Liverpool, Exchange Flags

THE UK'S FASTEST GROWING FINANCIAL SERVICES AND ADVISORY FIRM

for good reason

The Ambler Club Leeds, Park Square The Regency Club Manchester, Deansgate

The Mailbox, Birmingham

Nancy’s Lounge London, Shoreditch

With offices in London, Manchester, Leeds, Liverpool, and Birmingham, we combine local knowledge with national expertise to support individuals, entrepreneurs, and businesses to reach long-term success.

Sedulo is powered by worldleading experts who deliver tailored and strategic advice.

We focus on building longterm partnerships and creating services that align with our client’s goals while maintaining the highest standards of compliance and transparency.

WORLD-CLASS REAL ESTATE EXPERTISE

with a personal touch We provide strategic, multidisciplinary advice for property investors. Whether securing funding, optimising tax strategies, or managing wealth, we equip you to navigate challenges and seize opportunities confidently.

By partnering with Sedulo, you gain access to an integrated network of financial specialists, combining expertise across funding, tax, audit, and wealth management. Our team operates at the highest industry standards, delivering cuttingedge solutions with a personal relationship-based approach. Focusing on your long-term success, we empower your business to thrive in the everchanging property market.

The Sedulo group of companies make up a financial advisory practice that incorporates a full range of complementary services. We are also an organisation with a proven commitment to driving positive change, having launched our own charitable foundation in 2023, formalising our years of work supporting children affected by poverty.

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“Sedulo Real Estate was created to give property professionals access to a dedicated team of experts, working alongside you at every stage of your journey.

Whether you’re an investor, developer, or business owner, you can utilise the full spectrum of advisory and financial services delivered by a team who truly understands your goals.

Our focus is on building lasting relationships, providing clarity for both technical and strategic decisions, and delivering results that stand the test of time.”

Cathryn Wright Managing director

Property Funding Real Estate Advisory

Expert funding solutions for property professionals across the UK Securing the right funding is essential for property investors and businesses. Our property funding team has decades of experience helping clients finance purchases, developments, and refinance projects with solutions tailored to their goals.

Tailored Funding Solutions Commercial Mortgages Long-term financing to acquire or refinance commercial real estate, including office buildings, retail spaces, and industrial properties.

Bridging Loans Short-term finance solutions to provide fast access to capital for property purchases, refurbishments, or developments while securing long-term funding.

Development Finance Specialised funding for new builds, renovations, and conversions, covering land acquisition, construction costs, and project milestones.

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The Sedulo Approach With experience in global financial institutions such as HSBC and RBS and expertise in fintech and alternative finance, our clients get practical expert guidance throughout the process. Since 2016, we have secured over £1 billion in client funding through our panel of 150 lenders.

We take a personalised, relationship-driven approach, combining deep industry expertise with access to a vast lender network. Our property funding advisors operate independently and are not tied to any specific lenders. This allows them to concentrate solely on sourcing you the best financial products available.

Focusing on transparency and long-term success, we simplify the funding process, ensuring you secure the best possible solution with confidence.

Capital Allowances Real Estate Advisory

Unlocking tax savings on your property investments

We also work with commercial property owners and tenants to ensure all qualifying capital expenditure is allocated.

Capital Allowances are designed to encourage investment in capital assets.

However, we find that less than 25% of all claims are fully optimised, meaning many property investors are missing out on valuable tax relief.

We help investors with:

Our Capital Allowances team has decades of experience successfully securing tax savings for property owners, investors, and businesses. Whether you’re acquiring, refurbishing, or fitting out a property, we ensure you claim all eligible allowances, reducing your tax liability while staying fully compliant.

Our specialist team identifies opportunities that fall outside the scope of traditional accountancy and tax offerings.

Property acquisitions Many investors are unaware that capital allowances can be claimed on property purchases. We assess acquisitions in detail, ensuring you maximise available relief.

Fit-outs and refurbishments From office renovations to build-torent developments, we help you claim allowances on embedded fixtures, fittings, and plant and machinery.

Historic claims and reviews Even if you’ve owned a property for years, unclaimed allowances may still be available. We review historic projects to recover missed tax relief and ensure future claims are fully optimised.

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Part of

Allowances, Incentives & Reliefs

Allowances, incentives, and reliefs for compliance-first businesses, personally delivered by industry-leading experts. Our success rate is three times higher than the industry average, driven by our team’s diverse expertise. We blend in-depth knowledge of HMRC’s guidelines with actionable solutions to maximise the value of your claim.

Real Estate Advisory

PropertyTax Advisory Built on experience, driven by innovation Our Property Tax team create bespoke strategies designed to meet property professionals’ and investors’ unique needs.

By blending expert tax knowledge with a practical and personalble approach, we help you confidently navigate the tax system’s complexities. From maximising reliefs to optimising your portfolio, we turn tax into a tool for growth rather than a hurdle.

With in-depth expertise across UK and international tax systems, we uncover opportunities that traditional approaches often miss.

Tax services for the property world: Portfolio Structuring: Receive expert guidance on setting up tax-efficient structures, such as incorporating your portfolio or using partnerships. We ensure your investments are optimised for long-term growth and compliance.

Proactive Planning: Benefit from forward-thinking strategies to safeguard your wealth while adhering to evolving property tax regulations. Our tailored approach helps you stay ahead in a competitive market.

Exit Strategies: Maximise the value of property sales with strategic tax planning, including Capital Gains Tax reliefs. We ensure your exit is profitable and aligned with your financial goals.

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The Sedulo Approach Our Property Tax team brings decades of experience from leading global firms, including the big four, banking, and in-house at multinational corporations. We specialise in helping property investors, developers, and businesses structure their affairs efficiently while staying compliant with ever-changing tax regulations.

At Sedulo, we go beyond compliance. Our proactive approach focuses on unlocking value and providing clarity in the often-complex world of property tax. By delivering clear, jargon-free advice, we empower you to make confident decisions for your future.

Deal Advisory Other Services

Straightforward advice to help you make confident business decisions Our Deal Advisory team is dedicated to helping businesses achieve their goals through expert guidance in mergers, acquisitions, disposals, and high-growth strategies.

We also conduct financial due diligence, company valuations and financial forecasting to provide a clear understanding of potential deals.

We provide the strategic insights and support you need to make informed decisions and secure optimal outcomes.

Our clients range from large Private Equity houses and corporations to small founderowned/managed businesses.

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Audit Other Services

Assurance that provides insight and added value We perform external and statutory audits for all sizes of unlisted companies, whether you are a start-up, a large corporation, or a charity.

Our service is designed to help you identify operational weaknesses, pinpoint cost-saving opportunities, make valuable business improvements, and reassure stakeholders.

We aim to minimise disruption by keeping the process efficient and easy to follow. In addition to compliance, we highlight areas where your business can save costs and run more efficiently.

Other Services

Wealth Management Helping you plan for life with tailored financial expertise At Sedulo Wealth, we believe that true financial security comes from careful planning and expert guidance.

Our Chartered wealth advisors provide personalised financial strategies to help individuals, families, and business owners grow, protect, and pass on their wealth with confidence.

From financial planning, investment management, through to retirement and legacy planning, we simplify complex decisions and provide clean, forward thinking advice

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Other Services

Strategic Finance Hub Combining finance, strategy, and commercial insight to drive your business forward

The Strategic Finance Hub redefines traditional management accounts by integrating financial expertise with strategic advisory services.

We assist businesses across various sectors, including real estate and retail, health and fitness, digital agencies, and recruitment.

We help them understand their operations through real-time performance dashboards and strategic insights.

We use cutting-edge financial technology to give you a 360 degree view of your business, enabling informed, game-changing decision making.

Case study

g n i g n a h c e lif

“ IT’S BEEN QUITE SIMPLY

introduced to the team at Sedulo we were injected with confidence again.

Having all of the options available under one roof was so helpful, it felt as though I was the F1 car in the pit lane, with all of these slick professionals working around me to get the best outcome.

It’s one of the main reasons why the business is where it is today, we’ve also been able to take more trips away, buy our dream house and invest in local grass-roots teams to help Bury FC.”

Mark Dunne Wastesure

“

“After a period of low points, since being

A FULL-SPECTRUM ADVISORY POWERHOUSE Sedulo is recognised as one of the UK’s leading mid-tier business advisory firms, ranking in Accountancy Age’s 50+50 and achieving an ‘Outstanding’ rating from Best Companies.

Our commitment to excellence is reflected in our Gold Award from Investors in People, highlighting the strong culture and development opportunities we create for our team.

Regulated by ACCA and ICAEW, we adhere to the highest industry standards while embracing innovation. We deliver expert financial services with a culture of excellence, integrity, and putting clients first.

Giving Back Our community

After years of working in and with our local communities to alleviate the devastating effects of poverty on young people across the country, we created the Sedulo Foundation.

The Foundation works with regional charities and youth organisations to identify where and how we can make positive change for young people and utilise their delivery mechanisms to maximise our impact. It has three annual campaigns, “Sedulo Back to School”, “Sedulo Period Poverty Campaign” and “Sedulo Christmas Toy Appeal”; which provide school supplies, sanitary products, food vouchers and Christmas presents to thousands of young people.

Sedulo Academy: The Sedulo Academy was created to address systemic barriers to careers in professional services. The Academy gives young people a competitive edge and support in getting access to practical work experience and help with career development. This includes mentoring, work experience placements, and apprenticeships.

Holistic, sustained, engagement Our campaigns and the Academy are structured as a comprehensive offering to support young people as they transition from childhood to young adults and beyond.

By developing ongoing relationships that adapt to challenges as they emerge at the different stages of a young person’s development, we can create space to support a better future.

We recognise that the effects of poverty are pervasive and impact day-to-day lives as well as long-term development and that where there is a need for school supplies or sanitary products, there is more likely to be systemic barriers into professional services later in life.

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