Financial Planning and Tax

  • We focus on maximising total return rather than on just income or capital.
  • Cash flow analysis – this shows you how different levels of withdrawal, or different investment strategies, may affect the future value of the charity’s portfolio.
  • Consolidated Tax Voucher (CTV) annually – detailing the portfolio’s investment income received over the year.

For specialist financial planning and tax advice you should seek appropriate advice from a suitably qualified adviser.