Wealth management seeks to utilize wealth effectively, to maximize the return on investment and accumulate more wealth as speedily as possible. Tax planning seeks to decrease or defer tax legally. While we all have a legal duty to pay taxes, high tax rates and complicated tax regimes can result in unnecessarily heavy tax burdens on an individual or enterprise. With the current trend towards international wealth distribution the tax issues that arise in personal financial planning in a multiplicity of tax regimes are becoming more complicated. Hence, professional tax planning advice is needed to ensure that financial planning strategies minimize tax burdens and maximize available benefits.
With our global database and technical support system, our professionals are able to draw on our international network of professional financial advisers to provide our clients with integrated tax planning solutions particular to their various multinational financial situations. Our broad, global perspective enables our tax planning professionals to provide highly-focused advice concerning diverse investment strategies, including asset transfers, estate planning, and trusts.
Our experienced professionals analyze your current financial situation and develop customized tax planning strategies that consider the potential short-term and long-term ramifications for you. Our aim is to provide solutions that enable you to generate value, manage risk and improve your financial performance in a manner that protects and promotes your current and future financial rewards.
Our services include:
- Personal income, gift and estate tax consultation
- Gift and estate tax consultation and planning
- Equity planning for listing of domestic companies (including planning of shareholding structures for major shareholders)
- Domestic / offshore trust tax consultation and planning
- Tax planning for persons holding dual citizenship
- Pre-immigration property tax planning
