Tax Planning & Strategy is here!

At SaabTeece, we strive every day to empower you to achieve a better life through your financial success. Our Tax Planning & Strategy sessions are key to us helping you achieve financial success.

The Process

1. To ensure you get the most out of our Tax Planning & Strategy session you will first need to complete a short questionnaire. Please click here to complete the questionnaire and to register your interest in participating.
2. Once we have received your completed questionnaire and reviewed your responses; we will send you a proposal outlining the work to be undertaken. We will only send a proposal if we can identify value that can be presented to you.
3. Once you have accepted our proposal, we will work through a range of scenarios that will assist you achieve your goals. We note that whilst tax minimisation is important this time of year, ensuring strategies align with your longer-term goals is key. We may get in contact with you for further information about your short and long term goals, along with your projections for expected trading income over the coming months.
4. Before 30 June we will meet with you to present the scenarios and strategies that we believe are important for your success.
5. Following the meeting we will take on your feedback and suggestions and provide you with a Tax Planning & Strategy Report outlining the strategies for you to implement.

Should you have any questions, as always, do not hesitate to contact us.

Please register your interest by completing our questionnaire here.