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AREAS OF EXPERTISE

Investors

The problems or concerns:

We understand that as an investor, you put in a lot of effort in the early stages to do all sorts of researches, looking for good opportunities, minimising your risks and aiming to have much better returns from your investments.

A lot of investors don’t consult with their tax advisors or they don’t have one. They may have heard a lot about tax from their friends, tried to map out everything from “he said, she said”. This may have prompted the following queries:

  • Should I have all investments under my name?
  • Am I paying too much tax?
  • Should I be setting up a family trust or a company?
  • Are there tax-saving strategies that should be implemented?
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How we help our clients:

We eliminate our clients’ doubts from “he said, she said” and help our clients in the following ways:

  • Meeting with you to understand your objectives
  • Considering whether a structure is appropriate for you
  • Reviewing current income, return and taxation positions
  • Taxation planning
  • Implementing the agreed strategies

Our clients are happy as they have a good plan to follow so they can pursue their investments confidently.

Disclaimer: the information contained above is for guidance only. It should not be relied upon without obtaining professional advice regarding your circumstances. No responsibility for loss occasioned directly or indirectly to any person acting or refraining from acting wholly or partially open or as a result of the above material can be accepted by the author of any company referred to herein.
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