Specialist Advice

Phillip offers sound tax advice to assist you when making decisions about your nest egg. He has the skill set and experience to ensure your needs come first. For example, Phillip can assist with:

  • Putting your rental property in the right type of structure
  • Maximising the use of debt to gain tax advantage from a rental property
  • Keeping your New Zealand assets out of the UK tax net
  • Help you prepare your income tax returns correctly if you have invested in a Foreign Investment Fund (FIF)
  • Advice on financial implications of retirement village contracts.