- 01225 444707
- 3 Hantone Hill, Bathampton, Bath
- Rutherford Wilkinson Chartered Financial Planners,
Financial services, investment , pension planning how can that be classed as creative I hear you ask?
Well believe me it can be very creative especially when you understand how taxation works in this country. Understanding how it applies to your income, capital and your estate creates an urge to be creative and the simple reason is that the vast majority of us do not understand how we can legitimately reduce and in some cases remove taxation.
Most clients I work with, whether private or business, when they first were introduced to my services were paying too much tax or likely to in the future. Some things are obvious others less so. For instance taxation on investments is, in my opinion, largely overlooked in the context of the individuals own tax status. Many of you will have investments that have no relationship to your personal circumstances. If you are unsure what that means to you I am just a phone call away.
I could go on at great length but will finish here by saying that being creative in financial planning is about knowing what you are talking about and using that to save clients money and make their investments and pensions work better for them too.
Why dont you try the creative touch?