Options Consultation

If you would like to have all your options laid out for you in a thorough consultation, including opportunities and risks, book your meeting today.

One Consultancy Solutions

Portfolio Consultation Meeting

Review your current tax and business position, your future plans and your key priorities to ensure you can meet your specific business and estate planning goals by re-structuring your business for maximum efficiency. 

We have created a document that uses your bespoke information regarding your portfolio, such as purchase price, market value, rental income, expense and finance costs to create an menu of outcomes/options . We then will go through (if known) the figures for potential future purchases and have a frank discussion about your succession plans.

Much of the benefits of the alternative structures for your portfolio derive from the ability to manage how and (in some cases) when profits are distributed. 

The report will illustrate up to three sets of results for each structure to show:

  • The Maximum Income Position
  • The Minimum Tax Position
  • The Controlled Income Position

We can also advise on:

  • Type of property investments
  • Strategy to purchase
  • Pensions
  • Gifting

The aim of the options report is to help direct your thinking. Fill in the form below to book

Portfolio Consultation Review sample results

One Consultancy Solutions

Book your consultation meeting today

For specific enquiries call us directly on 0203 988 0630

Could our Property Transactions team be the support team you always wanted?

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Mortgages & Lending

Our mortgage partners can look at lending for sale, purchase, bridging loans and much more

Family business

Conveyancing

We provide property conveyancing services for sale and purchase for both residential and commercial property transactions

English houses

Property Tax

Calculate and file your CGT return on time, make the most of SDLT reliefs and structure your portfolio, purchase or sale to increase your tax efficiency

What are you looking for help with? 

Tax & Accountancy

Accounting | Income & Capital Taxes | Financial Planning | Business & Investment Structuring

Mortgages & Lending

BTL | Bridging | Development | 2nd Charge | Commercial | Mixed Use | Business Finance

Conveyancing

Lease Extension | Transfer of equity | Commercial | Land | Remortgage | Bridging | Form 17

Business & Commercial Law

Business Structure | Contracts |
Loan Agreements | Partnership & Shareholder Agreements

Business Succession

Business Continuity | Legal Documents | Scenario Planning | Tax & Estate Planning

Estate Planning

Wills | Probate | Asset Protection | Tax Planning |

Bringing you joined-up services from the One Consultancy Group.

One Consultancy Group
OCG Accountants
OCG Legal