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Financial Planning

Financial Planning – We’ve got great partners on our team.

O&K has decades of experience helping our clients plan for their immediate and long term futures. We want to make sure your finances are truly set up to do you the most good. Getting great advice now can help you make the most of your rewards later. Our partners, Mantle Financial Planning, are Chartered Financial Planners and offer some of the best financial planning in Surrey. We have worked with them for over a decade. They provide a wide range of services as follows:

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Financial Planning Services

Help finding the right investments and portfolios for your needs
Management of your savings and investments
Mortgage and property advice
Pension and annuity advice
Help with life assurance and other protections
Inheritance and estate planning
Long-term care arrangements
Other issues unique to your situation

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We like to ensure that our clients receive the best possible advice, that covers every financial planning angle. Our personal tax planning service will also ensure that you receive regular updates about possible tax planning opportunities. By combining these two distinct areas we will always try to ensure that you are able to make smart financial decisions.

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Contact us today

To find out more about our services and how we can help you achieve your goals, please contact us today.

drop us an email

Or call us on
+44 208 686 7756

Or call us on
‍+44 208 686 7756

Corporation tax

Corporation tax reliefs and rates change annually, so we ensure that we can provide all the right guidance and advice when looking at exemptions, allowances and deductions that may be available.

We will thoroughly review and prepare corporation tax returns in great detail in order to ensure you are complaint and that you don’t incur any penalties.

Self assessment

Our tax services make sure that your tax liability is calculated taking into account all allowed exemptions and deductions. We simplify the process by using accountancy software to accurately complete tax returns and calculate any tax liability that may occur, along with any payments that need to be made.

Capital gains tax

You may be looking at investments, a second property or another asset and our team can make sure you maximise your exemptions while simplifying the difficult area of capital gains tax.

Personal tax planning

We can help with the complex issue of personal tax, we know it can be difficult to understand, which is why we help every step of the way. We take away the time and stress by creating a tax planning strategy that suits your tax affairs, helping ensure you pay the least amount of tax. Our team will advise when payments are due along with what forms need to be filed and returned to keep you compliant.

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