6P – Tax Planning

Tax Planning
PRESTIGE 6P STRATEGY:
TAX PLANNING
Disclaimer: We are not accountants and we do not prepare tax returns — but we do provide investment-oriented tax counselling to help you use the right account structures and tools, making your financial strategy as cost-efficient as possible.

The Challenge

Taxes are often one of the largest lifetime expenses you’ll face — yet many people focus only on the current year’s tax bill. Without a long-term tax strategy, you could end up paying significantly more than necessary over your lifetime. The decisions you make today about withdrawals, contributions, and account structures can have a lasting impact on your retirement income, estate value, and overall financial security.

Why it matters?

Taxes are often one of the largest lifetime expenses you’ll face — yet many people focus only on the current year’s tax bill.  The decisions you make today about withdrawals, contributions, and account structures can have a lasting impact on your retirement income, estate value, and overall financial security.

Our approach: How we work with you

A strong investment return can be diminished quickly if taxes aren’t managed wisely. Tax efficiency isn’t about avoiding taxes — it’s about paying the right amount, at the right time, in the right way.

At Prestige Private Wealth, we focus on integrating your tax efficiency into your overall financial plan. This includes:

 
  • Reviewing key documents — Ensuring you have an up‑to‑date will, power of attorney, health care directive, and a named trusted contact person.
  • Coordinating with professionals — We work with your lawyer and accountant to align legal documents and tax planning with your broader financial goals.
  • Projecting your estate value — We prepare an Estate Projection Report showing:
    • Projected estate value at age 90 (or another age you choose), plus every two years from 80–90.
    • Asset breakdowns across accounts, property, insurance, and business holdings.
    • Estimated “estate shrinkage” from taxes and final expenses.
 
 

Helping you live for today, while planning for a better tomorrow.

Book your free discovery call to learn more about this service and how it fits into your tailored financial strategy.


Explore more about our 6P STRATEGY here: