Tax Planning and Financial Management
At the heart of your finances should be a coherent strategy aimed at achieving your long-term goals on a costed and adaptable basis.
We conduct such an exercise routinely for every client, prior to making individual specific recommendations. In addition we seek to arrange your affairs in as tax-efficient a manner as possible, using conventional investment products as well as trusts and similar structures designed to provide tax efficiency in what is an increasingly hostile tax environment.
We have a resident expert in trusts and taxation, and work together with accountants and solicitors to ensure mutual clients have their affairs properly structured in terms of planning and taxation.
"I’m enjoying my retirement. The simplicity of having Baigrie Davies handle my portfolio and pensions is a big part of this. I’m happy they’ll do what’s needed for me and my children are already clients. It’s all testament to their ability to get it right from the outset."
Peter Watermeyer, Retired Engineer
