Increased net wealth and saved the tax over certain period
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Case Study
Increased net wealth and saved the tax over certain period
Key Problems
Our client wanted to expand and improve the property portfolio within a limited surplus cash flow. From the financial arrangement, we had to find a way to increase the property holdings.
- An ineffective tax structure had limited their capacity to build additional family wealth.
- Significant principal repayments on their investment loans, which was effectively increasing their tax liability and providing zero return on principal.
Our Approach
- Reconstructing investment loans to increase tax benefits and surplus cash flow.
- Customized a financial roadmap.
Strategy & Execution
- Conducting a financial health diagnostic to understand the lifestyle they want to have and listing out financial assets and resources they had to work with.
- Creating multiple scenarios and financial roadmap, with the detail from tax strategies to investment options available that are required to reach their goals.
- Creating a tax-free funding facility to increase investment potential and to provide emergency funds for wealth creation and lifestyle regardless of what life throws.
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