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.Â
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.Â
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
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Mortgages & Lending
Our mortgage partners can look at lending for sale, purchase, bridging loans and much more
Conveyancing
We provide property conveyancing services for sale and purchase for both residential and commercial property transactions
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?Â
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 |