The Challenge

Our client occupied a large office in central Bristol, using only part of the space while leasing out sections to third parties. Despite this shared occupancy, the property had never been reassessed during the 2010 and 2017 rating lists. A desktop review revealed their rateable value was disproportionately high compared to other local offices, placing an unnecessary financial burden on the business. With multiple occupiers and outdated assessments, the case presented considerable complexity and risk.

CPA's Response

We approached this case with precision. After detailed analysis, we identified that the property had been overvalued and incorrectly segmented. Our surveyors proposed merging the individual assessments into a single listing. Further, we worked with the relevant authorities to shift part of the business rates liability to the third-party occupiers. By demonstrating this via local evidence and historic data, we were able to challenge both the structure and value of the rating.

The Result

The revised assessment better reflected the property's actual use and occupation. The merged valuation and redistributed liabilities led to a combined saving of £149,000. The client avoided substantial overpayments and gained peace of mind knowing their business rates liability was finally fair and accurate.

The Challenge

The client had been based at their Bristol office complex since 2011, unknowingly accumulating a hefty business rates liability across three separate assessments. Their combined rateable values were £47,950 (2017 rating list) and £55,050 (2023 rating list), totalling a projected liability of £226,000. Unaware of potential savings, the client continued to overpay—until CPA stepped in.

CPA's Response

After conducting a detailed inspection and measured survey, our team identified a critical opportunity: the office assessments qualified for full exemption from the rating list. CPA engaged with the Valuation Office Agency (VOA) and successfully argued for the assessments to be removed. This resulted in the remaining site qualifying for 100% Small Business Rates Relief (SBRR).

The Result

A full exemption on the three assessments was granted, and the client’s liability was completely eliminated for both rating lists. In total, the business secured savings of £242,491.82, offering vital financial relief and reinforcing the value of specialist advice.

The Challenge

Portico Business Services Ltd found themselves liable for business rates on an office property that was no longer occupied. Despite the building being vacant while awaiting completion of a sale, the council had not applied any relief. Furthermore, the building was Grade II listed—an important detail that had been overlooked, potentially qualifying it for further exemptions.

CPA’s Response

Faye Aspinall conducted a thorough post-inspection review and immediately spotted two key opportunities: the property qualified for empty property relief and, as a Grade II listed building, it should be exempt from business rates altogether during vacancy. Armed with the correct evidence, Faye engaged with the local council to apply both forms of relief.

The Result

The council accepted the applications and awarded both reliefs:

- Empty Property Relief: Saving the client £13,029.88

- Listed Building Exemption: Saving a further £51,209.77