Pensions – Buying a Commercial Property

Business Property Ownership The problem: Buying or owning commercial property The benefit: Property ring-fenced from Company creditors, Tax effective treatment of rent and property value Suitable for: All business owners John, Simon and Bill are all shareholders in their own manufacturing business. In 2005 the Read more…

Pension Scheme Property Purchase

Pension scheme property purchase Before advice from OCM Wealth Management Ltd Our client is a small Limited Company called ABC Ltd with three shareholders. The company owns a commercial property from which the business is run and they would like to raise some money for Read more…

Options at Retirement

Happy senior couple walking together on a beach

At Retirement Options Kris & Krystyna Kris was introduced to OCM Wealth Management to get some advice on his pension needs having recently retired, and was about to buy an annuity. He and his wife Krystyna had a number of different pension and investment pots Read more…

Retirement Planning

Happy mature Couple in Meeting With Advisor

Building a Retirement fund OCM were able to carve a clear path for Chris and Jane who both had several pension plans and various investment pots with mounds of paperwork accumulated in their study room over the years. Both with successful careers in their own fields, Read more…

Investment Plans

Happy Couple With Financial Advisor

Can I retire now? Having spent a working lifetime committed to living within my means and saving at a rate I hoped would be sufficient to provide me with enough income in retirement.  Unexpectedly, an inheritance I previously anticipated now appeared unlikely.  Can I retire Read more…