We work closely with your accountant to ensure we understand the full picture of your financial and tax situation. Tax efficient investments is a key consideration while designing your individual plans. For example, dividends and capital gains receive preferential tax treatment relative to interest income. Building an effectively diversified portfolio with tax efficiency in mind is a key way to building wealth and accelerate growth over time.
Additionally, we take into careful consideration what the tax implications will be upon the closing of your estate. We may utilize insurance products or other tools to assist us with reducing the amount of tax owed.