Wealth management – Welcome to Oxbridge Accountants

Wealth planning

We work with our Independent Financial Advisors (IFA) to provide expert, independent wealth management advice for individuals and their businesses to manage wealth efficiently and achieve financial security.

Our expert Financial Advisors can talk you through various option to establish your financial objectives and achieve your personal and business financial goals whatever your circumstances. Our Advisors will work closely with you and suggest a comprehensive wealth management strategy that is tailored to your specific concerns and objectives.

Personal financial planning

Our IFAs can work with you to achieve an optimal state of personal wealth by:

Working on tax-efficient pension planning for you and your business,
Arranging your finances to make the most of tax-planning opportunities.
Getting to know your risk profile, and manage investments in line with it.
Helping you to achieve a balance of income and capital growth in retirement.
Implementing structured inheritance tax planning
Arranging mortgages for a range of purposes – such as residential, buy-to-let and commercial properties
Using trusts to protect and preserve wealth.

Tax-efficiency

Tax-efficiency is the key to wealth management, so we can also work with you

to identify other ways of making your affairs more tax-efficient. We could, for

example:

Regulate your pension contributions
Protect large amounts of interest or dividend income from tax
Recommend an exit strategy if you are selling your business or retiring
Enhance and protect borrowings.
Extracting profit from your business
Adopt efficient remuneration strategies
Tax-efficient savings and investments
Estate and inheritance tax planning
Gifting strategies

Business financial planning

Our IFAs are competent to advise on business financial planning such as:

Workplace pensions and compliance with auto-enrolment
Implement tax-efficient company pension arrangements (including stakeholder, employee, directors, SIPPs,).
Ensuring that employee benefits scheme is cost-effective to the business and valued by employees.
Ensuring that cost-effective insurance is in place to protect your business
Effective succession planning which is important to the company
Acquisition of business premises.

Key approaches to wealth management:

Our experienced and expert IFAs are determined to support you with wealth management. They adopt key wealth management approaches such as

Investment: choosing investment plans that are more likely to derive returns to meet your objectives and timescales
Secure pension plan: helping you to build up enough wealth to enjoy a comfortable retirement
Income in retirement: delivering the sustainable income you need, tax-efficiently
Lifestyle protection: financial security for you, your family and your business should the worst happen
Inheritance tax planning: helping you pass on as much of your wealth as possible
Paying for long-term care: the specialist advice you need to make the right decision
Mortgages: independent advice on mortgages
Workplace pensions and employee benefits: including making sure you fulfil your auto-enrolment duties.

Would you like to know more?

We offer initial free consultations. Please feel free to get in touch via email or our quick contact form below or to speak to an advisor phone

T: +44(0) 203 643 5295.

Oxbridge Accountant Ltd & Co is with registered Companies House in England and Wales with registration no: 11374222. All information provided on this site is for public and general use only. None of the information on this site should be construed as business, investment or tax planning advice or personalized advice for your particular circumstances.

Our Services

Opening hours

Monday: 9:00 – 17.00
Tuesday: 9:00 – 17.00
Wednesday: 9:00 – 17.00
Thursday: 9:00 – 17.00
Friday: 9:00 – 17.00
Saturday: Closed
Sunday: Closed

Other times available by appointment

Address

210 Church Road
Gateway Business Centre
Suite 1-4, Top Floor
London, Stratford
E10 7JQ

Phone: 0333 305 5773
Mobile: WhatsApp:
0750 224 1564

Resources

Oxbridge Accountants & Tax advisors with Company Registration No. 1137422 Registered in England and Wales. Registered Address: 20-22 Wenlock Road, London, Islington, N1 7GU England. Member of Institute of Chartered Accountants for England & Wales with Membership Number: 6389314.

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