Tax-efficient investments
Whilst paying tax in some form is inevitable, it is also clear that priorities and plans change over time.
At Bordier Wealth Planning, we are experienced at designing plans that aim to ensure that all forms of tax are considered, both now and in the future, including:
- Taxed money being invested today
- Growth and income whilst invested
- Money drawn out for expenditure
- Passing on wealth later in life through gifts or trusts
- On death
Our approach
With guidance from your tax adviser, we will ensure you have the right basic building blocks in place, which will involve using a combination of core tax-free allowances and tax-advantaged wrappers around your capital, such as pensions and ISAs.
Depending on your needs, other options can then be considered to further diversify.
This ensures that your wealth is structured in a way that make sense both now and in the future, and to reflect that government policies and tax rates will change.
How to contact us
If you would like to learn more about how our wealth planners can help, please contact us on 020 7667 6600 or email [email protected].