Saving on tax and investment costs are frequently not given the attention they warrant, but both are hugely important parts of any affluent individual’s wealth management strategy.
Ever wondered what accumulative tax efficiencies you can achieve? Pension, Capital Gains and ISA’s for you, and don’t forget the children too. Use it or lose it is the phrase that pays. In this infographic, we demonstrate how a wealth manager helped Sophie, a senior banker over her working lifetime with efficient tax strategies.