Business rates appeals deadline 31st March 2023

The chance to appeal your business rates
is running out

You might be aware there is an imminent deadline to appeal your business rates for historic savings and therefore now would be a perfect time to speak to us about saving your school money.

We are currently achieving average savings of 14.4%, which are some of the highest successes in our industry and the aggregate of this reduction over a 6 year period could be a very welcome boost for your school.

How we can help you

Our main focus at the moment is pursuing appeals to achieve backdated savings for schools over the current Revaluation period.  We are approaching the end of the current Rating List period on 31st March 2023 and therefore time is running out for the majority of ratepayers to obtain a backdated saving to 2017.

We need time to prepare any appeals and the Valuation Office are recommending a soft deadline as early as next 10 February and therefore if you are interested in a review of your business rates, please fill out the form below and we will contact you with next steps.

    Our experience

    Some of the reasons to consider ourselves are that we advise over 350 independent schools, we are regular attendees at the ISBA Conferences and have presented on this subject.

    We were also the lead agent in the negotiations over a business rates agreement that is a major factor in the recent successes.

    We also use former senior Valuation Officers as part of our team which is invaluable in guiding appeals more smoothly through the process.  Unusually for our industry, we also have developed a vast expertise across Council Tax for educational establishments, recently saving a large boarding school a substantial six-figure sum.

    Who we are

    We are a friendly and approachable firm of Chartered Surveyors, having been established over 25 years ago, working tirelessly to save our clients’ money on their business rates and Council Tax.

    What we stand for

    Our hallmark is dealing with each job as a bespoke project, starting with its own high-level partner triage, with a surveyor then being tasked with pursuing an appeal where appropriate.

    In the background, our administrative team deals with securing any eligible reliefs and rebates – ensuring the clients always comes first.

    How can we help?

    Simply scan and email over a copy rates bill and we can review your property portfolio on a ‘no obligation’ basis. We will conduct some initial research and let you know our thoughts on the scope to appeal.

    Rating Appeals

    Business rates are paid by almost all non-domestic occupiers throughout the country and are determined by the Valuation Office Agency (VOA), simply for being in your premises.

    After thorough research we can challenge the current assessments, and fight for a reduction in your rateable value. Our diligent team will also look at every area of your business to keep your rates as low as possible.

    On average, we reduce our clients’ rating valuations by £20,000 – which isn’t very average at all!

    On average, we reduce our clients’ rating valuations by £20,000. Which isn’t very average at all!

    Audit and Compliance

    The regulations surrounding business rates are hugely complicated and range in specialism from conventional appeals through to Audit of errors by the Local Authority/Valuation Office, as well as reviewing opportunities to recoup historic savings.

    The Beattie Partnership really are passionate about adding value for our clients, and saving money wherever possible.

    Example Savings

    • £0.5 million overpayment re-covered for a Grade A serviced and managed office provider
    • £300,000 refund received by a high street fashion supplier
    • £200,000 for national builder’s merchants

    Empty Rates Relief

    For the current revaluation, the threshold for receiving empty rates relief is set at £2,899 so any ratepayer with a property exceeding this amount will have to pay full business rates once any initial reliefs is given, unless they qualify for limited exemptions.

    Avoid paying empty rates

    Strategies for reviewing empty rates liabilities are varied, including lettings on a temporary basis to another ratepayer, which if managed in the right way can potentially trigger a further period of exemption.

    In addition, there are various exemptions written into rating legislation, which can be applied to certain property types.  If the property is empty due to redevelopment, this can also open up fresh opportunities for challenging the rateable value.

    Excess charges are an unwelcome and yet unnoticed thorn in the sides of many businesses, but at The Beattie Partnership we understand the system inside out, so we will work hard to locate as many discounts as possible for you.

    Small Business Rates Relief

    Businesses will be eligible for small business rate relief (SBRR) if they generally occupy only one property and their rateable value is below a certain level.

    The system varies between England, Wales and Scotland. SBRR is administered by each local authority.

    The Beattie Partnership are specialists in small business rates relief and can advise on factors such as purchasing a second property or small business multiplier calculations.

    Feel free to contact one of our team for more information.

    Council Tax

    We are Council Tax specialists in the education sector, although there could be implications for estates, hospitals, care homes and possibly some housing associations.

    Our advice falls into three main areas:

    1. Bandings and Reliefs – we can review the Bandings for houses, flats and self-contained bedsits within boarding schools.
    2. Reconfigure Bandings – it can be beneficial to reconfigure the Bandings of accommodation within a school.
    3. Rates Management – we manage the payments and reliefs to which a school is entitled but doesn’t always receive.