Tax Structuring
Hermes Wealth works with a national group of accountants and tax advisors with experience in the areas of business and investments. The consultation is designed to review your business and investments and then assist in finding the most effective structure for you.
They use a flexible approach, keeping in mind that as your needs and requirements change so too may your structures require modification. We ensure that you're not locked in to keeping a specific structure if it no longer serves your purpose.
The consultation is designed to:
- Identify your needs and offer advice on maximising your business and investment income whilst minimising your tax
- Offer advice on asset protection, estate planning and tax planning
- Discuss various structures, including trusts and companies that will support your wealth creation strategies whether they are business or investment related; offer advice on the best way to hold your investments, either personally or via trusts
- Assist you with information regarding your income and expenses and offer effective tax strategies for the investor or business owner
