INVESTING FOR TAX EFFICIENT GROWTH AND/OR INCOME

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Do you:

  • Have savings and investments that are not offering the returns you would like

 

  • Want to make sure that you take advantage of any tax breaks in your new country of residence

 

  • Want to start taking an income from your investments and need help to organise this

 

  • Love your ISA in the UK but realise it’s no longer tax efficient now that you live abroad and are looking for a tax efficient alternative

 

  • Have property that you currently take a rental income from, but want to consider alternative ways of producing a more tax efficient income

 

  • Need to take an income from your savings and investments but are concerned about eating into the capital and draining your pot

 

  • Want to see your savings grow tax free

 

  • Want to make sure that when you take an income or a withdrawal from your investments that you do not pay too much tax unnecessarily

 

  • Want to make sure that your spouse/civil partner isn’t exposed to Spanish Inheritance Tax that can be avoided

 

  • Want to consolidate your investments and savings into one place to make things easier for your loved ones in the event of your death

 

  • Want a qualified investment and risk specialist to oversee the management of your investments and savings

 

  • Have an investment that you would like to consider transferring the servicing of to Speed Financial Solutions

 

 

If ANY of the above statements apply to you, read on …

We come across many investors who are disappointed with their returns for various reasons … for some it’s a lack of interest offered by the bank or building society, whilst others are disappointed with the returns achieved on their existing investments, often feeling like nobody is actively managing their portfolio, or perhaps following a move abroad have lost touch with their original financial adviser.  Many have ISAs and other investments in the UK and have found out that they are not tax efficient in their new country of residence.

Most of our clients are retired expats who have worked hard to build their wealth over their whole life and are now at a point where they want to relax and enjoy their retirement.  We take a very protective stance on behalf of our clients because for many, their main priority is to protect what they have, ensuring that they are as tax efficient as possible, whilst looking for growth and/or income without taking too much risk with their life savings.

 

What are your investment options for tax efficiency?

 

At Speed Financial Solutions we offer a bespoke service, first considering your requirements and then researching the market to find the best solution to match your needs.  If your preference is to target investment growth and/or income and would like tax efficiency, we have the perfect solution.

We have an in-house qualified Discretionary Investment Manager who is a specialist in investment and risk.  Our specialist will oversee the advice provided to ensure that the solution we recommend is in your best interest and offers you the tax efficiency you are looking for.

 

Contact us today to find the right solution for you.