Edit Subject Just work on removing the pebble in your shoe..
In conversation with the Pope, Michelangelo was asked about the secret of his genius. The Pope was keen to know how he carved the statue of David, typically considered the finest of all masterpieces
Michelangelo’s answer: ‘It’s simple. I just remove everything that is not David’
Applying similar principles to family legacy tax planning, our process starts with listing all the available options, then working through sophisticated elimination techniques
The best client planning grows by subtraction rather than by addition. Start with all the options, eliminate the worst, continuously iterate, until we reach the point where everyone likes, understands, and accepts the outcomes
Adopting this approach requires detailed understanding not only of all the relevant taxes, but also their interactions with each other
By definition, this model is not available via an accountant with a ‘house solution’ which must be finagled to the client’s circumstances, or to a financial advisor promoting some form of investment as a magic solution to a largely disconnected problem
By investing in Chartered Tax Advisors you can rest assured that when you get your technical tax planning right, everything else should take care of itself
With complex tax planning, the old is superior to the new, most every time. No matter how well the latest new-fangled idea is presented to you, it hasn’t passed the test of time. For example, did it achieve the desired outcome the last twenty times it was used?
Inherently robust planning typically only requires tinkering or fine tuning over time so, once they agree with you your perfect solution to your unique problems, our CTA’s will stay with you to keep it all on track
Tried and tested wins, every time..
Arrange your FREE power-hour discussion here . You’re free to accept, or refuse, and there’s no obligation whatsoever
Toodle pip
