Income Tax and CGT Planning

Before my first meeting with my OCM adviser, I had over the course of the last 15 years received advice from a number of different financial advisers and accumulated an investment portfolio consisting of six investment bonds which I had been careful to arrange with Read more…

Managing our investments to reduce IHT?

Protecting your family iStock_000010433136Medium

Janet had recently been widowed and with the help of her family, was doing well at coming to terms with taking charge over her own finances.  I met with Janet, her son and daughter about six months after her bereavement to discuss adjustments to her Read more…

Inheritance Tax Planning

A solicitor introduced us to a couple who wished to discuss inheritance tax planning, as there existing adviser did not look at this area holistically. The solicitor had updated the clients’ wills and put in place LPA’s to ensure that there wishes were adhered to Read more…

Tax & Estate Planning

Reduce our exposure to IHT? We needed guidance concerning how to manage the wealth we had accumulated over a lifetime of hard work and saving so as to make sure as much as possible passes to our children free of Inheritance Tax. We had a Read more…

Investment Plans

We were introduced to a couple by an accountant because they were becoming very frustrated with the amount of paperwork they were receiving from their investments and had no idea when they could or should retire, having just sold their business. The couple had cash Read more…