Tax Mitigation, Trusts and Tax Efficient Investments
For every Client we look at their overall tax situation to minimise their tax liabilities now and in the future. Careful Tax Planning should provide you with a model that will meet your and your family’s needs.
An initial assessment
If you have any potential tax liabilities now or in the future we will identify these and discuss with you in detail.
Purpose
To minimise your tax liability whether this is Income Tax, Capital Gains Tax, Corporation Tax or Inheritance Tax.
Benefits to You
To reduce your total tax bill now and in the future.
Analysis and Recommendation
Our recommendation may include specific tax savings vehicles and/or we may offer a personalised solution possibly including a bespoke Trust specifically for your situation.
Purpose
Many taxes can be avoided or reduced by careful planning which is specific to you and your family.
Benefits to You
You can plan secure in the knowledge you have minimised your tax liabilities as well as protecting your family against unforeseen events such as divorce, bankruptcy, death etc.
Implementation
We work closely with Trust and Tax specialists (on shore and off shore) to provide a bespoke solution to your Tax Planning. The close links we have with other professionals ensure the integrity of the firms we use and the impartiality of their advice. At all times we can consult with you during the implementation stage so your Tax/Trust Planning can be fine tuned.
Purpose
To set out in a report the advantages and disadvantages of tax/trust planning to reduce tax liabilities.
Benefits to You
We will provide the correct structure to meet your needs. In some cases the optimum tax solution may not be ideal for your family situation, hence you will have the opportunity to discuss our report in detail with us in light of your knowledge of your family members and your own wishes.
