Tax Planning

An average High Net worth Individual needs a good tax plan that prevents needless payment of huge sum as tax whilst working effectively use the plan within the confines of tax laws. The recent refocusing of both the State and Federal Governments on taxation as a viable source of revenue after the significant decline in Oil revenue portends a major challenge for a High Net worth Individual who may have to pay more without proper distribution of wealth.

At Meristem Wealth, we are cognizant of the fact that tax-related issues can weigh down heavily on a client’s investment portfolio; and if not properly administered can result in undue and excessive tax liabilities. We are also aware of the bottlenecks in handling tax matters and liaising with government tax officials to agree on tax liabilities. We leverage on the tax expertise of our team to assist clients in optimizing their tax profile.