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Tax Planning for Individuals
There is a tax element to most financial planning, and we recognize that there are usually tax implications to consider when we make recommendations to our clients. In fact one of the key ways we can help you with your finances is to make sure that you are not paying too much unnecessary tax.
For example, our wealth management approach focuses on maximizing after tax returns by making effective use of appropriate investment wrappers both onshore and offshore.
We can also make good use of a sophisticated lifetime cashflow modeling tool where appropriate. This tool gives us a very clear breakdown of your individual or family tax position, and allows us to show you how making changes to the way your finances are structured will affect the amount of tax you pay.
For example, our wealth management approach focuses on maximizing after tax returns by making effective use of appropriate investment wrappers both onshore and offshore.
We can also make good use of a sophisticated lifetime cashflow modeling tool where appropriate. This tool gives us a very clear breakdown of your individual or family tax position, and allows us to show you how making changes to the way your finances are structured will affect the amount of tax you pay.
If you wish to discuss the above further or require information on any of our services, then please contact us.
Any reference to legislation and tax is based on FPP’s understanding of UK law and HMRC practice. These may be subject to change in the future. Tax rates and reliefs will also change and their value to you will depend on your individual circumstances. No guarantees are given regarding the effectiveness of any of the above strategies.