Tax Advantaged Investments

Helping you take advantage of the best investment products

The subject of tax is very much a priority

Tax advantage or tax efficiency is not the be all and end all of why you look to invest your money and it is not the only thing that we advisers look at. However, the subject of tax is very much a priority when providing the most suitable advice to you along with goals & objectives.

Tax advantages vary from country to country making it difficult for any one individual to be an expert in all of them, that is why we have several experts that will be able to help you regardless of your country of residence.

Inheritance Tax & Succession Planning 

So far we have been talking about tax whilst you are alive and as much as we want to be able to spend our money before we leave this place, many of us certainly want to make sure whatever we have left, that the tax man does not take a big bite out of it.

It was Benjamin Franklin who said, and I quote: 

“Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes.”

Most British nationals will be caught under the UK domicile rules (not to be confused with residency) meaning your estate will have to go through probate in England, Wales, Scotland or Northern Ireland as well as your residency at time of death. The complexity of more than one country´s rules simply adds more time before the estate can be distributed.

Ensuring that your savings and investments are set up properly will make sure that the minimalist of taxes are due on your estate furthermore with the right structure it can ensure that the assets are passed on to your beneficiaries with relative ease and reduces the delay caused by probate in multiple jurisdictions.