Platinum Financial About Us

Clients We Have Helped

Personal Financial Planning Investment & Tax Planning Case Study Requirements A successful, young company director working internationally for a UK firm contacted us for tax planning advice and guidance on setting up their individual investments in a tax efficient manner upon their return back to the UK. Our clients circumstances were quite complex and required a strong understanding of their international residency position and income arrangement. Following the initial meeting it was evident that in addition to on-going investment planning advice, our client had further accountancy requirements. Having consulted a high profile accounting firm previously, our client was left feeling frustrated when the firm didn’t understand how to treat their residency and tax status.

How did Platinum help? Upon meeting with our client and discussing their financial goals in great detail, we made the referral to Platinum Chartered Accountants to manage our clients tax planning requirements which included coordinating their complex tax return in a tax efficient manner, making the most of their tax allowances to enable them to retain as much of their wealth as possible. After discussing how our client felt about taking risk, about rewards, volatility, and what level of loss they could tolerate, for the potential greater gains, we developed an investment plan that would allow our client to continue building their wealth in a tax efficient manner. As a higher rate tax payer it was important to consider the various strategies suitable to our client so they didn’t pay more tax than necessary. We advised on the maximum pension contributions and made a pension lump sum contribution in a bespoke investment portfolio that we continue to manage on an on-going basis. As well as making full use of their ISA allowance. Through our initial recommendations and careful planning our client made significant tax savings, optimised their investment portfolios and had confidence that through our expert knowledge they would be kept fully compliant.

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