It is vital that an Investment Manager understands the impact of tax when investing your money. Not doing so can have serious and harmful consequences, so we’ve taken additional steps to safeguard your interests.
Fund analysis
This focuses on many aspects, such as the situs of the asset, which can be unclear. If appropriate, we seek confirmation of suitability from specialist tax lawyers.
Proprietary systems
Where there are investment restrictions, our technology and practices ensure that only appropriate assets are purchased. For example, if a restriction on UK situs assets was applied through the system this could not be breached at any time.
Tax reporting
Although we do not give tax advice we do provide a full tax reporting package to ease administration burden, giving a clear picture of your tax position.
