


by Chris Weetman | 27 Sep 2013 | Financial Planning, Tax planning
Although I’ve covered this before, I’ve recently come across company director clients who’ve been unaware of the savings available, which can be significant. Relevant life policies are a tax-efficient way of setting up life cover for both company...by Chris Weetman | 13 Sep 2013 | Financial Planning, Inheritance Tax Planning, Tax planning
It’s been easy to look at the news headlines over the past two or three years and assume that the economy has been a universal picture of doom and gloom. However, that’s not necessarily the case – many businesses have continued to do well and many...We work with company directors, senior executives, professionals, people who’ve come into money and people planning for, or enjoying, retirement. To us, it’s not your personal circumstances that matter most; it is the fit between our values and yours, because that is what shapes your relationship with us.
About you
Otus Financial Planning exists to help people like you get their ‘financial house’ in order – and keep it there!
About us
We work with company directors, senior executives, professionals, people who’ve come into money and people planning for, or enjoying, retirement. To us, it’s not your personal circumstances that matter most; it is the fit between our values and yours, because that is what shapes your relationship with us.
About you