Planning
Tax-Efficient Investment Planning
Understanding the tax implications of investment choices and structuring investments tax-efficiently — within MFD scope.
Tax is one of the few variables in investing you can plan for in advance. We help you take it into account while structuring investments, so decisions are made with the after-tax picture in view.
This is investment planning, not tax practice. We work alongside your chartered accountant or tax professional rather than in place of them.
Who is it for?
- Investors who want the tax implications of a decision explained before they make it
- Investors structuring redemptions or switches and weighing holding-period considerations
- Salaried investors coordinating investment choices with their own tax professional
- Families structuring investments across members with their CA's involvement
How Temple Capital helps
- Explain how the taxation of a scheme category may affect your after-tax outcome
- Take tax considerations into account while structuring and sequencing investments
- Highlight holding-period and category considerations relevant to switches and redemptions
- Provide the transaction and capital-gains statements your CA needs at filing time
- Coordinate with your own CA or tax professional wherever a matter falls outside our scope
Key benefits
Decisions made with the after-tax outcome visible upfront
Fewer avoidable surprises at redemption
Clean statements for your tax professional
Clear boundaries about what we can and cannot do
Temple Capital’s approach
01
Understand
Map your investment plan and where tax considerations bear on it.
02
Explain
Set out the tax implications of the categories and structures under discussion.
03
Structure
Sequence investments and redemptions with those considerations factored in.
04
Coordinate
Share documentation with your CA and defer to them on tax matters.
Temple Capital does not provide tax, accounting, legal or chartered accountancy services, does not file returns and does not represent clients before any tax authority. Content on this page is general in nature and is not tax advice. Please consult your own qualified tax professional.
Investments are subject to market risk. Please read all scheme and offer documents carefully before investing. Past performance is not indicative of future returns and no return is guaranteed.
Discuss your requirements
A short conversation is usually enough to tell whether this is the right fit for you.