Early Retirement > Tax Strategy
What Options Do I Have to Reduce Tax?
Early retirement changes everything - including your tax profile. There are new challenges and new opportunities when you decide to retire early, and it takes a specialist to make sense of it all.
With a full review of your wealth, we help identify every option to tax-shelter more of your wealth for both the short term and the long term. Essentially, we want to ensure your cash flow is efficiently managed, but we also want to help you preserve your wealth through all the changes and events in retirement.
Our approach to tax management involves:
☑ Income splitting and tax-smart investing
☑ Working with your current accountant to save time and ensure strategies are cohesive
☑ Reviewing tax returns to identify opportunities to save
☑ Specialized estate planning advice for your eventual transfer of wealth