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< Case Studies Summergil (Orbis Special Education and Care)

Background

Summergil School (formerly Womaston House School) provides education facilities and residential accommodation for children with complex needs associated with autism. Located in Powys, the school is owned and managed by Orbis Education & Care.

Surrounded by 18 acres of fields and woodlands, the old school comprised of several dilapidated buildings plus a modern sports and leisure facility. Following acquisition in 2016, Orbis carried out a major refurbishment project

£1,200,000

Capital allowances uncovered

£225,000

Unlocked in total tax savings

Karl DeGelas, Group Financial Controller said . . .

“We have worked with HJR Tax over the past few years to help us optimise the tax relief on our investments in our education and care facilities. Their specialist knowledge and expertise has provided us with significant tax savings that we were not aware we could claim. We have been extremely happy with the level of service provided to us and would highly recommend that those in the education & care sector seek their advice.”

Overview of the claim

Zeal were engaged by Orbis to carry out a detailed capital allowances review of the purchase and refurbishment costs, to identify any missed claims for capital allowances tax relief.
Our team of surveyors and tax specialists were able to assess the value of the capital allowances due on the purchase of the school buildings. A detailed review of the contractor’s refurbishment costs by our experts also enabled us to identify missed claims for capital allowances and secure significant additional tax relief.
Working alongside Orbis’s accountants, Zeal prepared detailed reports that were submitted to HMRC in support for the claims to tax relief.

Qualifying items

The Capital Allowances survey identified qualifying items such as telecommunications, fitted furniture and fittings, ironmongery, and disposable installations, and special rate expenditure such as electrical, heating, ventilation and hot and cold water systems.

As specialists in capital allowances and property related tax, Zeal were able to uncover over £1.2m in unclaimed tax relief on Orbis’s investment in Summergil School.