Tax Planning

 As an important part of Fernando's value-added service, he identifies tax efficient investment strategies that will help you minimize the amount of tax you pay now and in the future, with your investment objectives in mind. As a Senior Financial Advisor, Fernando's background in Personal and Small Business tax preparation allows him to provide a holistic investment approach for our clients.

We all know that paying too much tax hurts. As an example, one of the most important areas for Tax Planning is Estate Planning. It is typically the last part of your plan that’s executed, but it is among the most important. Planning for tax efficient distribution of estate assets is complex and in most cases, thought and planning is required. Fernando works with you to ensure that you have a plan in place alongside with a trusted solicitor who offers free will/estate consultations.