Tax Planning

Building your wealth requires a careful look at your overall financial picture, particularly your own personal circumstances and the tax implications of your investments. By structuring the right mix of investments for your portfolio, you can pay less tax and ensure that you are receiving optimal returns.

Knowledge is Key

At Surat Mortgages we have several specialists who successfully serve individual and commercial clients in this unique area of the financial services industry.

Tax Planning Handbook

The handbook covers topics such as the taxation of investment income, borrowing to invest, income splitting, tax and retirement planning, investment products with tax advantages and U.S. investments.

 
Any Inquiry For Tax Planning

Building Your Wealth

The first step towards developing an effective investment plan is knowing how much tax you pay in total, and how much tax you pay on each type of income you receive.

It is important to consult with a professional tax advisor for tax planning guidance. He or she will take your personal circumstances into account in determining appropriate recommendations. From there, you and your Surat Mortgages advisor can develop a tax-effective investment strategy.

To get you started, we offer our Practical Perspectives on Tax Planning Handbook, which is designed to show you how much tax you are paying and to give you tips on how to reduce that amount. The handbook covers topics such as the taxation of investment income, borrowing to invest, income splitting, tax and retirement planning, investment products with tax advantages and U.S. investments.


2013 Year End Tax Planning Considerations

Tax planning is a year-round activity and a vital component of the financial planning process. Now, as fall season approaches, is the time to pay special attention to various tax issues in advance of the end of the 2013 taxation year.

The following outlines some common tax planning ideas and items that may need to be addressed, as well as some considerations for 2013.

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