07: How we can help
Investment is a specialist area and can only be conducted by authorised advisers. We can:
- Introduce you to independent financial advisers who can make recommendations to meet your tax and overall financial position.
- Work with your financial advisers to ensure that their planning assumptions are factually correct, and that their recommendations fit in with your overall tax and financial planning circumstances and requirements.
- Help you complete your tax return with respect to all your investment income and capital gains.
- Advise you on strategies to minimise the tax on your investments.
