Personal Tax Planning
 The purpose of personal tax
planning is to minimise your international tax liability and thereby increasing your
disposable income. To maximise personal benefits personal tax planning involves time and
planning into the future. Little can be done on ad hoc basis. Often this subject is not
addressed for the following reasons:
No time
Lack of Know How
Lack of Point of contact
Not identifying the need
Responsibilities of every day
life are too great to address this subjectOur tools are:
Double taxation treaties
European Directives
Moving Tax residency to a low tax
jurisdiction
Separating Legal ownership from
beneficial enjoyment of assets
Placing private assets into
companies or trusts
Streamlining financial affairs
What does our service involve?
Gathering of information about
your particular circumstances
Assessing your fiscal situation
and performing a cost/benefit analysis of your potential use of a tax-efficient structure
Preparing a report on how your
situation can be improved
Discussions with relevant local
advisors
Implementing new structure
Managing and administering new
structure where requested
Who can benefit from our service?
Persons with multinational
interests
Persons with multinational assets
Persons working in different
countries i.e. opera singers, entertainers, artists, contractors, consultants etc.
High net worth individuals
How can I get started?
All you have to do is provide us
with some basic information about yourself, and we will perform a preliminary assessment
of your particular circumstances. The results of this preliminary assessment will tell you
whether you are likely to benefit from a tax-efficient structure, and will set a protocol
by which you can proceed further.
The questionnaire is available
as:
A secure
on-line form
An
Adobe Acrobat form which you can print, fill out, and fax to us
There is no charge for this preliminary assessment, however if it is apparent that a
taxplanning structure may appropriate for your needs and circumstances, and you inform us
that you wish to explore this further, there will be a consultancy charge for formulating
a concrete proposal which you will receive in writing from us. This consultancy charge is
levied on a time-spent basis, minimum GBP300.
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