Managing Wealth is as much about minimising the losses to tax as it is about managing the development of a strategy and the investments. As part of delivering our boutique Wealth Management Service proposition, tax planning and accounting services for wealthy individual is at the core of what we do.
At OCM we continue to source the most tax efficient and cost-effective wealth management solutions for both individuals and corporate clients and continue to grow our accounts department with a focus on delivering a range of services tailored for all clients, and simply doing everyone’s tax returns as the core proposition.