OCC Chartered Accountants

what we do

Personal Financial Management

We offer assistance to clients to plan now to provide peace of mind for the future. The inability to predict the future does not mean that with a little bit of early planning the outcome of certain untimely events cannot be planned for. A substantial area of concern for a number of our clients is succession planning and untimely family deaths. The legal and tax consequences are often not anticipated and can be very stressful on the family. We work with our clients to plan for such events and to help manage and minimise the legal and taxation costs. Our personal debt restructuring and resolution services have been invaluable to clients to help them through a personal and difficult time.

Our range of services in Personal Financial Management include:-

Personal Debt Restructuring & Resolution

Succession Planning

Estate, Trust & Gift Planning and Compliance

Personal Taxation & Compliance