HMA Tax
HMA Tax specializes in tax refunds for commercial property owners.
- Company typePrivate
- Founded2015
- HeadquartersBirmingham, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
What HMA Tax does
HMA Tax specializes in tax refunds for commercial property owners.
HMA Tax firmographics
Firmographics- Name
- HMA Tax
- Legal name
- HMA Tax (UK) Ltd.
- Website
- https://hmatax.co.uk
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- HMA Tax specializes in tax refunds for commercial property owners.
- Ownership category
- akta.pro rank
HMA Tax industry classification
Industry- Product category
- Tax Advisory Services
- NAICS
- Offices of Real Estate Appraisers (531320)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Real Estate Valuation & Appraisal (BPAHANAC)
- akta.pro secondary industry
- Special-Purpose Property Appraisal (Healthcare, Religious, Public, etc.) (BPAJAKAG)
Keywords
Where HMA Tax is headquartered
LocationHeadquarters
- HQ city
- Birmingham
- HQ country
- United Kingdom
- HQ region
- Europe
Offices7 records
Markets served
HMA Tax business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Capital Allowance Claim Fees: HMA Tax operates on a results-only basis with fees contingent on successful HMRC approval of capital allowance claims. Survey costs are included in fees with no additional charges. Fees are calculated as a percentage of the allowances identified and approved.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome based/ performace | Pay-as-you-go | Results-Only Capital Allowance Claim Service |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels9 records
HMA Tax product offering
Product offeringCore offering
HMA Tax identifies, values, and claims Embedded Capital Allowances on behalf of commercial property owners in the UK. The service covers property surveying by chartered surveyors, preparation of detailed capital allowance reports by chartered tax specialists, and submission to HMRC. Claims are made on items embedded within commercial properties such as lifts, heating systems, plumbing, air conditioning, flooring, suspended ceilings, doors, bathrooms, and kitchens. The service operates on a results-only basis with fees contingent on successful HMRC approval.
Product overview
HMA Tax operates as a specialized Capital Allowance claims management service rather than a traditional software product. The core offering centers on identifying, valuing, and claiming Embedded Capital Allowances for commercial property owners across the UK, utilizing a methodology that combines property surveying, Chartered Tax Specialist report preparation, and HMRC submission. Key supporting services include an online Capital Allowance Calculator for claim estimation, a Partner Portal for professional partners to track claims and obtain S198/199 forms, and specialized services for different Capital Allowance types including Annual Investment Allowance (AIA) and Full Expensing. The company also maintains a partner/referral program for accountants, solicitors, real estate agents, and mortgage brokers, offering commission and indemnification for introductions. The service is delivered entirely on a results-only basis with no upfront costs to clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Capital Allowance Claims Service Core service identifying, valuing, and claiming Embedded Capital Allowances for UK commercial property owners. The process involves property survey by in-house chartered surveyors, tax specialist report preparation by chartered tax advisors and chartered accountants, and HMRC submission with a 100% approval rate claimed. Targets owners of commercial properties including hotels, offices, retail, care homes, and agricultural properties.
- Annual Investment Allowance (AIA) Service Tax relief service for businesses investing in plant and machinery, identifying eligible assets and maximising AIA benefits for UK commercial property and business owners.
- Full Expensing Service Service to help businesses claim 100% first-year relief on qualifying new and unused plant and machinery investments under Full Expensing legislation (April 2023 - March 2026).
Quantifiable outcome
- Average 25-35% of property purchase price recovered in unclaimed capital allowances
- +4 more outcomes
Companies that use HMA Tax
Customer profileNamed customers14 records
Segments9 records
Ideal customer profiles4 records
HMA Tax technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
HMA Tax partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Accountants and Accounting FirmscoreProfessional partner program for accountants to refer commercial property-owning clients for capital allowance claims. Partners receive commissions, direct access to specialist teams, and indemnification against consequential losses on tax savings. HMA Tax works with thousands of UK and international accounting practices.
- Solicitors and Law FirmscoreLegal practice partners handling commercial property transactions. HMA Tax provides S198/S199 forms and indemnification against inaccurate CPSE 32 entries. Works with hundreds of legal firms across the UK to help clients claim capital allowances. Litigates to protect practices from consequential losses.
- Real Estate Agents and Commercial BrokerscoreReferral partner program offering up to 15% commission for introductions. Agents and brokers identify potential capital allowance clients within their property portfolios. HMA Tax provides specialist assistance in identifying eligible properties.
- Mortgage BrokersminorCommercial mortgage brokers who can refer property-owning clients for capital allowance assessments during refinancing or acquisition processes.
- International PartnersminorPartners for clients who own commercial property offshore or live overseas. International clients with UK property interests remain eligible for capital allowances regardless of residency or ownership structure.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
HMA Tax competitors and assessment
Company assessmentDirect peers
- Catax: UK specialist capital allowances firm focused on identifying and claiming embedded capital allowances for commercial property owners, directly competing with HMA Tax on the same niche service, customer segment, and HMRC-driven workflow.
Broad incumbents
- BDO UK: Major UK mid-tier accounting and tax advisory firm serving commercial property owners and the same professional referral ecosystem as HMA Tax, with broader advisory capabilities and potential to offer capital allowance services.
- Deloitte UK: Big Four professional services firm with significant UK tax advisory and real estate tax practices that serve the same enterprise commercial property clients as HMA Tax and could expand dedicated capital allowance capabilities.
- PwC UK: Big Four firm with a substantial UK tax practice advising commercial real estate clients on transactions and reliefs, overlapping with HMA Tax's customer base and capable of offering competing embedded capital allowance services.
- EY UK: Big Four firm with dedicated UK real estate tax and transactions teams that serve many of the same hospitality, office, and retail property owners as HMA Tax, representing a broader but adjacent source of competition.
- KPMG UK: Big Four firm with UK tax and real estate advisory practices covering many of the same commercial property owner clients HMA Tax serves, and able to bundle capital allowance work into broader engagements.
- Knight Frank: Global real estate advisory and consultancy with a strong UK presence serving commercial property investors, overlapping with HMA Tax's enterprise customer base (e.g., Landsec, British Land) and providing adjacent advisory services.
- Savills UK: International real estate advisory firm advising UK commercial property owners and investors, sharing many of HMA Tax's enterprise real estate clients and providing overlapping property transaction and valuation services.
- CBRE UK: Global commercial real estate services firm with UK tax, valuation, and advisory capabilities serving many of the same institutional property owners and occupiers as HMA Tax.
Others
- K3 Capital Group: Parent company of HMA Tax and a diversified UK professional services group offering tax, advisory, and capital allowance services across related lines, representing the corporate parent rather than a direct market competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
HMA Tax social profiles
Digital presenceHMA Tax compliance and trust
Trust signalCompliance2 records
HMA Tax financial estimates
Financial estimateRevenue estimate
Valuation estimate
HMA Tax leadership team
Management profileNumber of profiles
Profiles12 records
HMA Tax funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HMA Tax M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HMA Tax
What does HMA Tax do?
HMA Tax identifies, values, and claims Embedded Capital Allowances on behalf of commercial property owners in the UK. The service covers property surveying by chartered surveyors, preparation of detailed capital allowance reports by chartered tax specialists, and submission to HMRC. Claims are made on items embedded within commercial properties such as lifts, heating systems, plumbing, air conditioning, flooring, suspended ceilings, doors, bathrooms, and kitchens. The service operates on a results-only basis with fees contingent on successful HMRC approval.
Is HMA Tax a public or private company?
HMA Tax is a private company. It is classified as corporate owned and is currently operating.
When was HMA Tax founded?
HMA Tax was founded in 2015. It employs 11 to 50 people.
Where is HMA Tax based?
HMA Tax is headquartered in Birmingham, United Kingdom, in the Europe region.
How does HMA Tax make money?
One revenue line is on record: capital Allowance Claim Fees.
Who are HMA Tax's main competitors?
Catax is listed as a direct peer. Broad incumbents are BDO UK, Deloitte UK, PwC UK, EY UK, KPMG UK, Knight Frank, Savills UK and CBRE UK. K3 Capital Group is listed as an others.
Does HMA Tax have an API?
No public API is recorded for HMA Tax.
What industry is HMA Tax in?
HMA Tax's product category is Tax Advisory Services. Its primary akta.pro industry code is BPAHANAC, Real Estate Valuation & Appraisal, with a secondary code of BPAJAKAG, Special-Purpose Property Appraisal (Healthcare, Religious, Public, etc.). Its NAICS code is 531320 and its SIC code is 8111.