2 PWM Tax Optimisation Strategy
Structuring your assets to mitigate your tax burden and maximise your return
We help you plan your wealth over your lifetime to achieve the maximum return for your own benefit. Not having the right tax strategy in place can erode your capital very quickly.
We ensure simple advantages are used such as tax-free interest allowances on your partner's personal allowances. We ensure your pension is used up to its lifetime allowance. We use ISA allowances, capital gains tax allowances, tax dividend allowances, investment in non-contentious offshore bonds and, for those with a higher appetite for risk, we look at venture capital trusts and enterprise investment schemes.
It is a simple series of steps to ensure you arrive at retirement with your assets structured to give you income and capital at the lowest possible rates of taxation.
What differentiates Partners Wealth Management from the other IFAs we deal with is that they consult us as a tax team prior to any transactions being made. This has saved us time and means that our partners usually achieve the tax reliefs anticipated from any tax planning.
Tax Manager, Leading City Law Firm