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Tax and Your Investment Portfolio
Discussion paper for investors
Good investment advice should always consider an investor’s tax situation as part of any strategic plan designed to help them achieve their investment goals.
When it comes to investment portfolios, tax planning is about enhancing investors’ after tax returns without incurring any additional risk.
There are seven key ways we seek to add value in relation to tax:
We recognise that none of the above tax planning items are exceptional, however, in our view, great advice is not found in doing the exceptional, but in doing the obvious exceptionally well.
If you want a copy of our discussion paper, please contact Marc or Shaun on 06-8433058.
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