Tax Planning

Our clients operate in both single and multiple tax jurisdictions. They require solutions and investment products which are tax efficient and legally compliant. We focus our tax planning advice on the particular circumstances of each of our clients and on their long term objectives. Thoughtful tax planning is often at the heart of the wealth advice we offer and we work closely with different investment providers as well as, where appropriate, law firms and tax accountants who can render suitable opinions for more complex situations.

Our tax planning focus may be aimed at either a client's income generation, his wealth building capability and therefore capital gains tax mitigation, pension accumulation, inheritance and passing on his wealth to the next generation, or a mixture of all of these.

Solutions may come from Government sponsored schemes, or through the use of individual tax efficient investment structures, or by using certain jurisdictions which offer more favourable tax treatment.

We detail a select number of typical investments and investment structures which we have used for a number of our clients.
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