Efficient Tax Planning

A vitally important element of our Financial Consultation process is offering our clients efficient Tax Planning.

Our Process

Step 1
Establishing your current tax status

When you meet with a Morebo consultant the first step will be to establish the nature of your employment – whether you are self employed, earn commission, are a consultant or a sole shareholder in either your own or a family business.
You will discuss your current tax structure, based on your last tax return.
During the consultation, your objectives, constraints and preferences will be established.

Step 2
The data collecting process

All the data you provide to your tax consultant will be uploaded into our system and any additional ancillary information that may be required to prepare a recommendation will be gathered.

Step 3
Compiling a detailed Tax Efficiency Guide

After determining your requirements and expectations a detailed recommendation will be compiled based on your needs and flexibility requirements.
A step by step plan will be prepared for the proposed implementation of these recommendations.

Step 4
Presentation of Tax Efficiency Guide

Recommendations will be presented and explained to you, together with a risk versus return analysis.
An implementation and ongoing management service agreement will be finalised between you and your consultant, and then applied.
A document will then be prepared with instructions for implementation by your Tax Practitioner.

Step 5
The continuous management and reviewing of your Financial Plan

Based on the complexity of your Financial Plan,your consultant will recommend a schedule of meetings and telephone and video conference reviews.

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