Tax planning is an integral part of the wealth management process. Effective tax planning requires careful attention to various taxes and duties and time frames, taking into account both anticipated tax changes and current tax law. Globalisation in the financial markets requires one to also have a comprehensive understanding of international tax law.
It is recommended that you revise your tax plan at least annually as part of a sound wealth management process. Speak to one of our wealth managers who will assist you in considering a variety of strategies so that you are well positioned to meet your financial goals and grow and preserve your wealth without creating unforeseen tax liabilities that impact negatively on your income and wealth.