What We Do > Specialist Tax Investments

Specialist Tax Investments

Specialist tax investments can be an effective option for clients seeking to enhance their wealth while managing tax obligations. These investment strategies would be tailored to the individual client’s financial goals, risk tolerance, and tax situation.

For clients of Prospera Wealth, these investments can form part of a broader financial planning strategy designed to enhance wealth, while managing tax liabilities effectively.

For clients of Prospera Wealth, we have access to Specialist Tax Investment strategies including:

Offshore Bonds
Tax-Efficient Charitable Giving

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

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