Wealth & Family Planning
Tax Strategy Advisory
Structuring wealth and transactions efficiently, alongside a client's own tax advisers.
Managing significant wealth takes more than traditional financial planning. Investments, trusts, borrowing, giving, and the transfer of wealth between generations all carry tax consequences, and decisions made in one area often affect another. Zentrix Global helps clients bring tax considerations into every part of their wealth plan, working alongside their own independent tax and legal advisers.
Our approach
Goal oriented
Identifying tax strategies that fit the client's broader objectives, so that decisions support long term growth rather than short term savings alone.
Integrated across the plan
Considering investments, trusts, credit, and charitable giving together, rather than each in isolation.
Ahead of major transactions
Understanding the potential tax implications of a significant event, such as the sale of a business or a public listing, before key decisions are made.
Informed by change
Keeping clients informed of changes in tax policy that may affect their plans, in coordination with their tax advisers.
Questions we help clients consider
How can the overall tax burden be managed?
Strategies may include making full use of tax-advantaged structures where they are available, managing the timing of income and asset sales, and planning charitable gifts so that they also support tax efficiency. The right combination depends on the client's residence and circumstances, and should always be confirmed with their tax adviser.
What affects the tax efficiency of a portfolio?
The types of assets held, the accounts or structures they are held in, and the strategies used to manage them all play a part. Common examples include holding less tax-efficient assets in more favorable structures, offsetting gains with losses where the rules permit, and, where local rules make it advantageous, giving appreciated assets to charity rather than cash.
How can more be passed on to beneficiaries?
Thoughtful estate planning and gifting, the use of trust structures, and making use of any allowances available for lifetime gifts can all help reduce the tax that falls on an estate. Life insurance held in trust can also provide liquidity to meet future estate tax liabilities, so that heirs are not forced to sell assets they wish to keep.
What changes when a client moves country?
A change of residence can significantly alter how income, gains, and estates are taxed. Planning before a move, rather than after it, often keeps open options that later disappear.
Working alongside tax advisers
Although we are tax aware with regard to wealth structuring or financial planning, please note that Zentrix Global does not act as a client's tax adviser unless agreed otherwise, and we recommend that clients consult their existing tax advisers with regard to any report we provide and its potential implementation, including specific income and tax calculations.
Tax strategy runs through much of our work, particularly Estate & Trust Planning and Philanthropy & Donor-Advised Funds.
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Legal Information
This is a marketing communication from Zentrix Global, which is the main advisory business within the Zentrix Global Group. Advisory services are delivered by various Zentrix Global companies around the world, depending on local laws and regulations. The services described in this document may be provided by different Zentrix Global entities, and members of the Zentrix Global Group may also trade in the products mentioned here.
This document is not independent investment research under the European Markets in Financial Instruments Directive ("MiFID") or other relevant regulations and is not subject to restrictions on dealing ahead of its distribution. This means Zentrix Global and its staff may have an interest in the products or services mentioned before this document is shared with you.
The information in this document is for general information only and is intended for Zentrix Global clients. It does not constitute, and should not be construed as, legal, tax or investment advice, or a solicitation, offer, or recommendation to buy or sell any financial products or services.
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