Advanced Tax and Estate Planning strategies are applicable to a select clientele and involve the application of tax strategies which utilize the tax advantages available under the insurance act.
Tax Sheltering
Alternative Financing Strategies
Tax Efficient Estate Transfer
Tax Elimination for Holding Companies
Enhanced Guaranteed Income Strategies
These tax strategies are of interest to High Net Worth Clients and we spend a lot of time talking to accounting firms, assisting them to identify situations within their clientele where some of these lesser know strategies will apply.
The use of Advanced Strategies should be only be considered with reference to your accounting or tax advisor.
