Walker Financial Management

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Managing Assets Tax Efficiently

Have you ever considered the role that a wide variety of assets may play in your journey to Financial Freedom?

At WFM, we have helped a number of our clients bring an alternative & highly personalised approach to their Financial Freedom planning. For example, you may be interested in buying a property overseas. Traditionally, this has been achieved using post income tax and levies income. However, rather than following the traditional route of using your post tax savings coupled with a  mortgage to complete the purchase, there may be a more tax efficient way for to complete the purchase.

In some circumstance, Self-Administered Pension Schemes can be used to purchase and hold a range of different asset classes, outside of the traditional funds offered by insurance companies. They can enable assets to be bought and managed in a highly tax-efficient manner. So maybe is that property in France that you were interested in buying worth considering as part of your retirement planning and ultimately helping you towards achieving Financial Freedom?

If you would like to find out more about how your plan for Financial Freedom can include a range of assets in a tax efficient manner, please give us a call at 01 6510613 or email us at info@wfm.ie

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