Oakmonttaxsolutions Avis 26

“Very professional and knowledgeable. We approached them for advice on incorporating our property portfolio and were impressed from the start. They clearly explained incorporation relief, the structure of a family investment company and how to create a director’s loan account. The strategy has significantly improved our tax position and given us a clear plan for the future.”

“Really impressed with the holistic approach. They didn’t just look at tax, but our long-term wealth and legacy too.”

“Excellent advice on moving our property portfolio into a family investment company clear, strategic, and highly effective.”

“Highly recommend. Working with this team completely changed how we view our property portfolio. They helped us transfer our properties into a family investment company in a way that was both tax efficient and aligned with our long term goals. What stood out was their comprehensive approach, they didn’t just focus on tax, but also cash flow, future planning, and how we pass wealth down to our children.”

The Company states that there was free consultation and they gave me 2.5 hours meeting, however the meeting last only 40 min. and they invoiced me for that. Please read all before you agree to anything.

The advice was clear, the process was well managed, and the team took the time to answer all my questions. It gave me peace of mind knowing everything was handled properly from a tax and legal perspective. I wouldn’t hesitate to use them again in the future.

Excellent service from a knowledgeable and professional team. They helped me transfer my property portfolio into a company and ensured the process was done correctly and efficiently. They were transparent about costs, realistic about timelines, and very thorough in their work. I would highly recommend them to any property investor needing specialist tax advice.

I had multiple properties in my personal name and wanted to move them into a limited company for tax and liability reasons. This firm provided clear, practical advice and supported me every step of the way. They were always responsive and made sure I understood the process before moving forward. I now feel much more confident about the future of my portfolio.

Transferring my properties into a company was something I had been putting off for years because it seemed too complex. The team made it simple and stress-free. They walked me through the tax implications, handled the paperwork, and ensured everything was structured properly. Very professional service and excellent communication from start to finish.

I used this firm to help transfer my property portfolio into a limited company, and the whole process was handled brilliantly. They explained everything clearly, managed the technical side with HMRC, and kept me updated throughout. What felt like a complicated move became very straightforward with their guidance. I’d definitely recommend them to any landlord considering incorporation.

I would highly recommend Henry Smith to anyone looking for specialist property tax and corporate structuring advisor. Great service and price, thanks.

Their team was extremely knowledgeable, patient, and responsive, making a complex process feel straightforward and manageable.

Getting international tax advice was almost impossible to find without paying a small fortune but these guys are on point. Helped me structure my US/UK/Spain businesses in a creative way to help me reinvest and extract profit.

If you are considering incorporating your property business or looking for specialist tax advice for property transfers, this is the firm to use!

My accountant had told me it was not possible but they helped me move my properties without any stamp duty or CGT. I now have saved over six figures of tax with HMRC approval. Great service, referrals will coming your way. Thanks Paul and team.

I cannot recommend Oakmont Tax highly enough. They provided good guidance throughout the process of transferring my properties into a FIC. They made a complex process straightforward, from structuring the SPV, obtaining HMRC clearance, to advising on IHT issues I (or my accountant) hadn’t thought about.

Henry was amazing with my international tax questions. He made a really complicated process easy to understand and gave clear advice that helped me save time and stress. All the team were friendly, responsive, and super knowledgeable. I’d definitely recommend them to anyone dealing with international tax issues.

very impressed. will be recommending to my network.

I’d highly recommend them to anyone considering moving their properties into a limited company or needing specialist property tax advice.