Tax planning often goes hand in hand with investment portfolio management. Well-managed, tax efficient investment portfolios are at the heart of our expertise. And, at a time of increased HMRC regulation enforcement and a 45% additional rate, it is vital that tax efficiency is closely aligned to your financial planning.
RiverPeak Wealth uses investment vehicles such as ISAs, Self Invested Personal Pensions and offshore bonds to improve tax efficiencies. We also work with trusted lawyers, accountants and trust companies, in both the UK and in offshore centres to create bespoke structures in which we help to manage your assets.