TAX PLANNING

Fail to plan, plan to fail,
with tax it’s no different.

Of course we can drop into your financial affairs, look at your personal tax return
or your business and minimise the amount of tax you pay.

But there are even greater savings to be made, if you develop an ongoing strategy that tackles your overall circumstances,
adjusting for major events and changes in lifestyle.

That’s tax planning, and anyone who pays tax can benefit.

TAX PLANNING SERVICES

TAX PLANNING SERVICES

This is about taking a pro-active approach to the amount of tax you pay, as opposed to simply dealing
with compliance in a reactive manner.

It’s not limited to complex, high risk or sophisticated arrangements, and you can start right now if you like.

TAX PLANNING PROCESS

Steps 1-5

1

Education

We’ll discuss, and share relevant documentation with you to help
you get to grips with the process,
and the underlying principles
we’re about to explore.

2

Information

Next, we need to gather information
on all the relevant entities
to be involved in the planning process.
Assets & liabilities, income
and expenses.

3

Strategy

Now we review your situation,
and determine which of the many
tax strategies available will suit your
particular circumstances,and deliver
the best result. Generally, a range
of strategies will be presented
and discussed.

4

Forecast

Once you choose the strategy you want,
we’ll develop a report outlining
the amount of savings created,
and identifying the steps you need
to take to achieve them.

5

Implementation

You can either implement
the plan yourself,
or we can help if you like.

1

Education

We’ll discuss, and share relevant documentation with you to help
you get to grips with the process,
and the underlying principles
we’re about to explore.

2

Information

Next, we need to gather information
on all the relevant entities
to be involved in the planning process.
Assets & liabilities, income
and expenses.

3

Strategy

Now we review your situation,
and determine which of the many
tax strategies available will suit your
particular circumstances,and deliver
the best result. Generally, a range
of strategies will be presented
and discussed.

4

Forecast

Once you choose the strategy you want, we’ll develop a report outlining
the amount of savings created,
and identifying the steps you need
to take to achieve them.

5

Implementation

You can either implement
the plan yourself,
or we can help if you like.

Please get in touch if you’d like to get started,
and we can work on a plan for you, or your business.

Contact us