Rate Management

Administering business rates, checking your bills and refunds, identifying and implementing rate savings opportunities... it all takes time and money.

We can calculate your business rates tax liability and manage the processing and payment of your business rates bills, leaving you free to manage your business.

Audit and reclaim historic overpayments

We will identify, capture and validate all components of your liability back to the date of occupation, as far back as April 1995. We’ll then identify and correct errors and reclaim historic overpayments on your behalf.

Client portfolio management

We use our in-house rates management system to actively manage your business rates portfolio. The information it generates allows us to audit and validate future valuation demands quickly and effectively.  

If your assessment changes, it can save you money but increase your administrative burden. We arrange to receive all demand correspondence from each billing authority direct. We’ll liaise with billing authorities and other external bodies on your behalf and update and monitor every change in your system portfolio.

All businesses operate and are managed differently. We tailor our service to meet your needs, from budget forecasting for your future liability to allocating by business, department or individual.

Full demand validation

Our in-house system combines validated historic information with current live alterations to generate a virtual demand. We use this to verify every demand element on a revised assessment and will resolve all queries with the billing authorities on your behalf.

Payment and refund management

We revise instalment plans and issue you with revised payment schedules to help you manage your cash flow.

You validate all refunds from appeals or site specific opportunities before receipt. Where appropriate, we claim refund interest and ensure it is paid.

Tailored reporting and management information

We provide a historic data validation summary report so you can be sure that historic savings have been identified and refunded and your current liability is true and correct.

We can tailor our reporting to the format and frequency that suits you best.

2010 rating revaluation

The current revaluation came into effect on 1 April 2010. Anyone with a legal interest in a property, other than a mortgagee not in possession, may appeal once on a particular ground during the five-year life of the ratings list.

If you wish to appeal, you should take advice as soon as possible to devise an appeal strategy and highlight opportunities where you can make the greatest savings.

News, research and views

News and research

Contact us now

John Adgey
Head of Operations - Lease Advisory

028 9026 9227

How can we help?