AD Partners recognises that Personal Taxation, effective Taxation Planning strategies, Financial Planning and Wealth Creation are intrinsically related to one another, meaning one area cannot be addressed without reference (or understanding) to the other – in order to obtain optimum personal tax, risk management and wealth creation effectiveness.
Our experienced Personal Tax team advises a diverse range of clients including:
- Self-Employed Contractors
- High Net Worth Individuals
- Business Owners
- Company Directors & Salaried Executives
- Self-Funded Retirees& Semi-Retired Individuals
All the individual circumstances listed above require specific and tailored Personal Taxation Strategies and Services. A salaried executive has different set of Taxation Planning objectives and options, compared to (say) a business owner with potential Capital Gains Tax liabilities or an employee nearing retirement.