Oakmonttaxsolutions Reviews 21

“Would definitely recommend to anyone in a similar position. We were looking for more than just tax advice and that’s exactly what we got. The team provided a full strategy covering property incorporation, income tax efficiency, and long-term legacy planning. They clearly know their space when it comes to family investment companies and property investors.”

“Great support with transferring properties into a company saved us significant tax and gave us peace of mind.”

“The team made a complex incorporation process feel straightforward. We now have a clear structure and plan.”

“Fantastic experience from start to finish. They guided us through moving our portfolio into a limited company structure and explained everything in plain English. The biggest value was understanding how to structure things properly not just for today, but for future growth and inheritance planning. A very forward thinking firm.”

“The level of detail and strategic thinking was excellent. Rather than a one size fits all approach, they built a tailored plan around our properties, income, and long-term legacy goals. The transition into a family investment company was handled smoothly and we now feel much more in control of both our tax and our wealth.”

“Very knowledgeable when it comes to FICs and property structuring. Everything was explained in simple terms.”

“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.

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.

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.

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.

Offered great service. Very fast and efficient. Would highly recommend!

Excellent company
Excellent company, great individuals and a quick efficient process.

Would highly recommend.

After a disappointing experience with my previous accountant, I was relieved to find Oakmont Tax Solutions. They took the time to explain everything clearly, especially around the tax implications of my move to Dubai. The team was friendly, professional, and genuinely cared about getting things right for me. I now feel completely at ease knowing my tax affairs are in good hands.

Excellent company, great individuals and a quick efficient process.

Would highly recommend.

Great tax advice with great attention to detail highly recommended