Our experience is that any tax planning must be tailored to the individual circumstances of the client and that ‘one size fits all’ tax planning may not meet their particular needs. This is especially true for those with complex tax affairs but can be equally applicable for clients with less complex affairs.
That is why at Freestone Jacobs we believe that before providing tax advice to any clients we should spend time with that client to build a full picture their personal financial and family position and to discuss their future plans. This enables us to work together with our clients to build up a long term tax strategy for them, their family and (if appropriate) their business interests.
We also regularly review the advice that has been provided to our clients to ensure that it remains valid in relation to changes in both tax legislation and the personal and financial circumstances of our client. If necessary the original advice provided can then be adjusted as appropriate.