Tax Planning & Structuring

Forward-looking advice on how to structure income, investments and transactions efficiently.

Tax Planning & Structuring

Plan before the year ends, not after

Most tax savings are only available if you act before the income year closes. We review your projected position and identify legitimate reliefs, allowances and structuring options you can still use.

Everything we advise is within the four corners of the Income Tax Act. We do not do aggressive avoidance.

What's included

  • βœ“Projected liability modelling
  • βœ“Investment rebate optimisation
  • βœ“Salary structure review
  • βœ“Group and related-party structuring
  • βœ“Written advice memorandum

How it works

  1. 1

    We review your current and projected position.

  2. 2

    We model alternative structures.

  3. 3

    You receive a written recommendation.

Documents you'll need

  • Latest financial statements
  • Prior year returns
  • Projected income figures