Our approach takes into account your country of residence and domicile, and the location and nature of your assets. There are many situations when it is sensible to use tax efficient structures to hold your assets and investments in order to mitigate your overall tax exposure; we may be holding investments generating chargeable incomes or gains which are re-invested; you may be a UK resident but non domiciled individual who could take advantage of specific tax provisions; you may be investing abroad}
When appropriate we recommend that clients "wrap" their investment portfolio to change the treatment of the underlying investments. We may also suggest utilising investment that qualifies for tax breaks, exemptions and relief.
