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Sometimes when we meet clients we are asked what funds we would recommend and what products we provide which are comparable to what they desire. Before we go down that road with you we will first of all assess whether the road you are on is in fact going to suit your needs down the line. Quite often we find this is invaluable to a client when they realise the tax situation that they are facing, with the product or pathway they are currently on.
We at Pro Wealth will always ensure that we place you on the most suitable, financially efficient vehicle so that you don’t have a financial headache down the line.
Through our affiliates who have been giving tax and estate advice for over 45 years we can build the correct structure for you before it becomes an expensive problem, that no one really wants.
If you give away wealth, during life or at death, you may incur CAT or CGT taxes. These taxes include gift, estate, income, and inheritance taxes. You can help protect the assets you transfer from excessive depletion by understanding these taxes and the various strategies you can use to minimize them.
Tax issues are never far from the mind of the business owner, and it's likely that many of the decisions you make will be tax-based. It starts with the formation of your business and continues through the sale. Your choice of business entity, how you pay out profits to the owners, and your accounting decisions will all have an effect on your tax liability.
Some events in life—retirement, for example—come with tax considerations. Life event planning focuses on the impact of significant events on your life, as well as on the stages of your overall investment plan.