Tax Efficient Investments

There are numerous products available that will offer you enticing returns. However, they do not all necessarily represent good investment opportunities and many should only be accessed and utilised by experienced investors or those that are earning more than £100,000 per annum or have assets in excess of pensions and main residence in an investment portfolio of more than £250,000.

OCM Wealth Management will offer you explanations and guidance on the selection of financial solutions available so that you can take advantage of the tax efficiencies. The current spectrum of advice looks at the following financial solutions:-Using the tax allowances of both spouses;

1. Individual Savings Accounts (ISA's)
2. Pensions
3. SIPPs
4. Onshore & Offshore Investments
5. Venture Capital Trusts (VCT's)
6. Enterprise Investment Schemes (EIS's)
7. Investments that use Capital Allowances to generate tax rebates
8. Investments that become exempt of Inheritance Tax (IHT) after two years

Contact us

To obtain more information about the tax relief afforded by these particular investment vehicles and the investments available, please contact the office today and speak to one of our Chartered Financial Planners.