How to... Populate a portfolio template

We sometimes get intermediaries asking for an ‘Investment valuation’ not realising that the surveyor will choose to work off comparables or off an investment figure depending where the property is located in the country. 

As we come to the end of another tax year many self-employed people will be taking stock of their finances, possibly in a position where their last years trading was extremely profitable or for many reasons, profits may have been lower than expected.

Here is our guide to cutting through the terminology to ensure you are recommending the correct product for your client.