What is Tax-Led Wealth Planning?
Simply put it means, that within our financial advice, we focus upon tax planning outcomes relating to a client’s home country – whether that is the country they have come from or are planning to go to. Typically, this will involve UK, Australian and Singaporean tax advice*. We use this approach as it is here that the benefits of appropriate planning will be the most meaningful to an individual and thus should be the most determinative of the investment decisions made right now.
Why Tax-Led Wealth Planning?
Ultimately, wealth planning is about seeking to achieve the best net return on investment, whether that is with a view to investing for growth or capital preservation.
However, at Select Investors we recognise that it is remiss to focus only on investment return. This is because a sophisticated investor, particularly one who plans to eventually return to their homeland, is focused upon net return after tax.
We believe that tax advice is an integral driver to a wealth planning solution and can help to provide positive outcomes whilst multiplying economic benefits. In delivering a genuinely tax-focused wealth planning solution we aim to become your trusted adviser and provide advice that is both sensible and forward-looking with your best interests and needs at heart.
In short, we believe that a reasonable wealth planning strategy cannot be driven by investment considerations alone.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Our Singapore based tax advice is sourced from a trusted third party and is a service that is separate and distinct to those offered by St. James's Place.