Professional
Living Abroad Advice - Legal Tax Business Investment
Property
TAX EFFICIENCY
EXPATRIATE ADVICE
PROPERTY INVESTMENT
Tax Efficient
INVESTMENT
When completing a
tax and / or estate planning report on your behalf
ProACT's UK Accountants & UK Lawyers will consider the Tax Efficiency of any potential
investment arrangement.
You may want to consider financial
investment for secure low tax income. Or ensure you
protect and get the most from you Pension savings now
new rules give you more. More detailed tax planning can
protect your assets from capital and inheritance taxes.
You may be running an international business aiming to
maximise tax benefits.
We will review then
prepare detailed
advice for you that offers the best tax advantages and
asset protection for you. This may involve the use of
Trusts or investment companies, remembering our guiding
principle is the family retains control.
ProACT
Partnership then offer an ongoing and dependable Wealth
Management Service.
In this way ProACT can ensure the maximum Tax Efficiency
and capital security is retained at all times.
Got a question for the Expat Experts?
FAQ's
When considering a suitable structure to any
well-balanced Private Portfolio you should bear in mind
the following 5 factors. These help explain the reasons
for lump sum investment recommendations:
1.
Income
– Is there sufficient rising income from the overall
portfolio to meet your current or expected future
requirements? This includes allowing for the effects of
rising inflation.
2.
Capital Growth
– Does the recommended strategy meets your aims for
Capital Growth as well as offset the effects of
inflation.
3.
Security
– does the quality of the recommended funds and the
assessed level of risk of the funds match your risk
reward profile.
4.
Flexibility
– Can things be changed with ease to meet your possible
changing requirements?
5.
Tax Efficiency
– Do the recommendations protect your income and your
assets from taxation today and in the future?
Successful implementation of a lump sum investment
strategy will be the key to the success of your Wealth
Management Program.
Your whole Private Portfolio of assets will help you
achieve your objectives and get what's important to
you.
Income, Lifestyle, Family, Tax and Death are all
important parts of any decision making process that lead
to a sound investment decisions that work for you.
