Our objective is to deliver the best possible post-tax returns to our clients. This requires us to endeavour to ensure that all investments are held in the most tax efficient way.
In order to do this our Financial Planners have at their disposal a number of ''wrappers'' and ''structures'', each of which can have a very positive impact upon the taxation status of the underlying investments; and ultimately, the tax paid by the investor. As such these are frequently considered as part of any investment planning exercise.
A typical range of ''wrappers'' and ''structures'' that the Financial Planners make use of are Pensions, ISAs, Offshore Investment Bonds, Protected Cell Companies, Employee Benefit Trusts and Private Investment Companies.
We pride ourselves on keeping abreast of developments in these areas and regularly reviewing our advice in order to maintain tax efficiency for you and your investments.