Wealthy individuals
and families
Whether your wealth is inherited or hard-earned, safeguarding your prosperity and ensuring a lasting legacy requires expert guidance. At Oculus Wealth Management Hampshire Limited, we work closely with high-net-worth families to navigate the complexities of preserving wealth across generations.
Intelligent strategies for lasting prosperity
The pressure to leave a meaningful legacy for future generations has never been greater. Yet securing that legacy is becoming increasingly complex. Our experienced, client-focused team is here to simplify the process and provide clarity, ensuring you feel confident about your family’s financial future.
We provide tailored guidance designed to enhance your financial security while minimising risk and tax liabilities. What we offer is more than just advice – it’s peace of mind.
Let us help you safeguard your family’s financial future. Contact us today for a free, no-obligation consultation.
Our areas of expertise
- Inheritance Tax planning: Navigate complex legislation with confidence. We help you structure your estate effectively, making full use of allowances, reliefs, and strategic tools.
- Investment portfolio management: Achieve growth and preservation of your wealth through intelligent investment strategies aligned with your risk appetite and long-term goals.
- Capital Gains Tax and Income Tax mitigation: Efficiently manage your assets to reduce tax liabilities, ensuring your wealth works harder for you and your loved ones.
- Comprehensive protection planning: Protect your family’s financial future through life insurance, income protection, and other bespoke solutions that suit your unique circumstances.
- Collaboration with legal and tax advisers: We coordinate seamlessly with your existing legal and tax advisers to ensure a holistic approach to your wealth management.
- Tax-efficient income structuring: Optimise your income to balance immediate needs with long-term growth, ensuring sustainability and flexibility.
- Strategic gifting: Understand how much you can gift to loved ones without compromising your own financial security.
Does this sound like you?
I want to create intergenerational wealth
I’m unsure how much I can afford to gift to loved ones without compromising my own security
I want to reduce my exposure to Inheritance Tax and Capital Gains Tax
I’m not sure I have the right protection in place
I want my legal and tax advisers to work cohesively with my financial adviser
I need to understand how to effectively use structures like Business Relief to reduce my estate’s taxable value
How we’ll help you
Simplify investing
Even the most experienced individuals can feel uncertain about navigating the investment landscape. We provide clear, tailored advice that helps you invest with confidence and clarity, always aligned with your appetite for risk and personal goals.
Be tax-smart
Inheritance Tax rules are evolving, but with the right adviser, you can stay ahead of changes. We help you structure your estate to maximise allowances, employ reliefs, and protect your wealth for future generations.
Tailored protection
Life is unpredictable. We help ensure your family is financially secure and protected against unforeseen events, providing peace of mind through bespoke insurance and protection solutions.
Work with your existing team
We collaborate seamlessly with your legal and tax advisers to ensure every aspect of your wealth management is aligned and working toward your financial goals.
Tax planning advice is not regulated by the Financial Conduct Authority.
We also advise...
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Contact us
Whatever support you need, get in touch with our expert team today, and start a conversation that might just make a meaningful difference to your financial future.