One of the most reliable ways to build wealth is to structure your assets in such a way as to ensure that you pay the lowest level of tax possible on your investments.
Our advisers consider what tax breaks and reliefs are available to you. For example, if you are married, are you making best use of your combined reliefs? We often find one person pays a higher level of tax than their spouse. PSFM looks to make sure that income-producing assets are held in the lower taxpayer’s name.
Assets should also be held in the most tax efficient way. We concentrate the least tax efficient assets in the most tax efficient wrappers – and we take an objective overview of our clients’ assets, which is something that is often overlooked.
Inflation can improve or ruin your financial plans
Want to find out more?
Get in touch and we can help to put you in touch with the Planner who is right for you. There are many ways you can contact us. Call or email for general enquiries, for something more specific use our enquiry form.