Tax Optimisation – Mike Coady

MIKE COADY

Financial Expert | Business Excellence | Growth Expert
Mike is an award winning financial expert and a well-known leader in the financial industry. Having taken two of his previous firms to Chartered Status in the UK and also achieved the prestigious National IFA of the Year Award – Highly Commended. In addition, Mike is qualified to UK Financial Conduct Authority (FCA) standards, a member of the Chartered Insurance Institute, a Fellow of the Institute of Sales Management (FISM), and a Fellow of the Institute of Directors (FIoD).
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Tax Optimisation

Mike CoadyTax Optimisation

Helping you towards your goals

inheritance-tax

INHERITANCE TAX PLANNING

There is no worse feeling than that caused by inheritance tax. You have worked hard all of your life and instead of your family enjoying the benefits to its entirety, a large sum is paid to the government!

statutory residence test

STATUTORY RESIDENCE TEST

Understanding how and when you become tax resident is imperative, as you could potentially be exposed without even knowing. To avoid any costly surprises, or simply to calculate your allowance re time spent in different countries, let us complete our statutory residency test for you.

non residence tax returns

NON RESIDENT TAX RETURNS

Being an expat earning away from your country of residence/domicile have tax implications given by the set of circumstances such as the amount of time spent outside a country. Let us help you understand these tax implications before you decide to pack your bags for repatriation.

repatriation

REPATRIATION

Getting ready for your return home can be complex, difficult and stressful or it can be easy, painless and smooth – All depends on whether you appoint a financial professional to assist you with this journey. There are so many things that you wouldn’t naturally think about, and then they come as costly surprises. Let us help you with you and your family with this transition.

international tax wrappers

INTERNATIONAL TAX WRAPPERS

An investor can utilise a tax wrapper around their investment to shelter their investments from paying some or all of the tax.

trust and fiduciary

TRUST AND FIDUCIARY

To have a full legal safeguard and highest standard of care on behalf of the assets and wishes you hold is advantageous to yourself and to your beneficiaries. It may be your most important financial legacy for the people you most care about.

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