Business rates can involve several different areas of expertise, particularly for organisations managing large or complex property portfolios. Inform’s historic business rates reviews focus specifically on whether liabilities were calculated correctly based on the information and legislation in place at the time.
Because of this, historic review and recovery work often sits alongside the work carried out by accountants, finance teams and rating agents, supporting a different area of the business rates process.
Historic reviews focus on reviewing billing records, property information, relief application and supporting evidence to confirm whether charges were calculated correctly.
This may include reviewing:
The purpose of the review is to identify whether historic liabilities align with the information and legislation in place at the time.
Rating agents and surveyors typically focus on valuation matters, including reviewing rateable values and managing Check, Challenge and Appeal processes where appropriate.
Inform’s historic business rates reviews focus on billing accuracy and historic liability review rather than valuation appeals or surveying work.
Inform is not a rating agent or surveying practice. Our work focuses specifically on reviewing historic billing positions and supporting the correction of identified discrepancies where appropriate.
Many organisations already work with accountants, finance teams or rating agents as part of managing their business rates responsibilities.
Historic reviews are often complementary to these relationships, supporting organisations with an additional review of historic billing accuracy and liability calculations.
Business rates liabilities can be influenced by property details, billing adjustments and reliefs across multiple financial years. Over time, organisations may seek reassurance that historic liabilities align with the information held at the time.
Historic reviews can help provide additional clarity and confidence around historic billing positions.
Inform specialises in historic business rates reviews and recovery work. Our reviews examine historic billing records, supporting evidence and property information to confirm whether liabilities were calculated correctly and, where appropriate, support the recovery of overpayments.
Our work is carried out on a no win no fee basis and focuses specifically on historic billing accuracy rather than valuation appeals.
If you would like to discuss a no obligation historic review, please contact info@inform.services.
This information is correct at the time of publication and is based on current guidance.
