Wealth
Wealth planning is essential to maintain your fortune – regardless the size.
If you are in a good financial position you may have countless offers from advisors and organizations wanting to help you – and to maybe have a small cut of the assets or dividends for doing so.
At PrivatRevision we can offer you a tax review on your wealth. We can look into the distributing and location of your assets and investments and the tax implications. We may also clarify where the taxes are making huge cuts in your fortune and gains, and where or how you may obtain more reasonable taxation.
Off course we may give you some input on spreading your investments and risk (and taxation perhaps) in different kinds of assets, industries and maybe also in different tax jurisdictions. But our core competence is tax and this is what we do best.
Very often we find several matters to adjust. In other cases we just give our client a more detailed understanding of the taxation of the strategy. And in some cases we might just agree with the plan in motion. We can look at the set up once, or we may take annual reviews if you prefer. Many clients have used us as a second opinion but with a tax-angle on their wealth planning arranged by advisors with this special field of business.
Regardless the assets and fortune we do not take a certain percentage of gain, any provision or any kick-back. We work and advise you on our normal hourly rates. We provide stand alone services where you know the cost and when our counselling begins and ends.
Please feel free to contact us if you would be interested in us taking a look at your fortune from a tax perspective.