What is tax planning?
Tax planning is the process of ensuring that all aspects of your financial plan work together in such a way that they reduce your overall tax bill as much as is legally possible. Minimizing your taxes allows you to grow your investments faster.
Why is tax planning important?
Tax management plays a crucial role in every comprehensive financial plan and should be a consideration for every aspect within it.
Tax planning strategies can reduce your tax obligations, including on capital gains and investment withdrawals.
Good tax management can lessen an estate’s tax liabilities, as well as ensure you keep more of your investment growth.
Frequently asked questions
Getting started is easy
Here’s what to expect with your initial conversation with an IG advisor; they will:
Understand what’s important to you: your values, concerns and goals.
Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more.
Answer any questions you may have and establish our next steps.