Tax Planning

Tax planning is the analysis of a financial situation or plan from a tax perspective with the purpose of ensuring tax efficiency...

Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible.

“Tax planning is an essential part of a holistic financial plan. Reduction of tax liability and maximizing the ability to contribute to retirement plans are crucial for success”.

At CSfin tax planning is incorporated into every financial service and product. Tax considerations often determines the specific combination of products or investment vehicles recommended.

The most obvious instruments that we use are tax free investments, retirement annuities and endowment policies. Optimal income withdrawal strategies and vehicles such as trusts can also contribute to reducing taxable amounts for our clients.