Private Office
Our Private Office supports high-net-worth individuals, their families, and their businesses through tailored solutions that are as unique as the challenges they face in the offshore market.
Our ecosystem of quality service providers and advisers ensure confidence and peace of mind at every step so you can focus on what truly matters.
We partner with our clients for the long-term, aiming to cater to your evolving needs and challenges.
Whether its for your personal, family’s or business' needs, our team offers access to a range of quality service providers.
With our robust governance frameworks, we help you make informed decisions.
Supporting clients and partners with international ties, our worldwide network of experts and services can meet your challenges.
£1m to £5m EBITDA
£1m to £5m EBITDA
£1m to £5m EBITDA
£1m to £5m EBITDA
£1m to £5m EBITDA
Individual Savings Accounts (ISAs) require single ownership, preventing joint accounts even for married couples. However, strategic planning enables couples to maximise tax-efficient savings through individual allowances. ISA Ownership Rules UK regulations mandate individual ISA ownership, with each person maintaining separate accounts. The 2023/2024 tax year allows £20,000 contributions per individual across various ISA types, enabling […]
Investment bonds placed within trust structures represent sophisticated wealth preservation strategies, particularly for inheritance tax planning. Through careful structuring, certain investments avoid taxation when distributed as gifts or estate components. Understanding Financial Trusts Financial trusts establish legal frameworks where trustees manage assets, including property bonds and investments, benefiting designated individuals. The settlor transfers chosen assets […]
Can You Transfer Investment Bonds Between Providers? Investment bonds serve as sophisticated tax-efficient investment vehicles, offering wealth-building opportunities for discerning investors. Understanding the intricacies of bond transfers and managing these financial instruments effectively remains crucial for optimising returns. Investment Bond Transfers Explained Transferring investment bonds between providers depends entirely on your specific product. ISAs, Collective […]
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Target Wealth Group is a trading style of Oakmount Global Management Limited.
Oakmount Global Management Limited is registered in England and Wales under company number 07845532. Our registered address is Abacus House 14-18 Forest Road, Loughton, Essex, IG10 1DX.
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Important Notice : Investment products are available to you on the basis that you are reasonably believed to be such a person as is described in Article 19 (Investment professionals), Article 48 (Certified high net worth individuals), Article 49 (High net worth companies, unincorporated associations, etc.) Article 50 (Sophisticated investors), Article 50A (Self-certified sophisticated investors) and Article 51 (Associations of high net worth or sophisticated investors) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, or you are a person to whom this information may otherwise lawfully be sent or viewed. If you do not fall within such descriptions, then you should not act upon the information contained on this website. Target Wealth Group acts as a professional introducer and receives a fee from their working partners for every introduction made.
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To be considered a self-certified sophisticated investor, an individual must certify that at least one of the following applies:
They are a member of a network or syndicate of business angels and have been so for at least six months.
They have made more than one investment in an unlisted company in the two years prior.
They work or have worked in the two years prior in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises.
They are currently or have been in the two years prior, a director of a company with an annual turnover of at least £1 million.
