Tax Planning

Tax impacts every aspect of your financial life.

Our professional financial planners can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future. 

Tax Planning

Tax impacts every aspect of your financial life.

Our professional financial planners can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future. 

Tax Planning for Efficiency

Financial planning and tax efficiency go hand-in-hand. Whether you’re looking to properly save for retirement, help improve your income tax situation or want help with your business taxes – we can create a customised plan for you.

If you do not have a trusted accountant, we would be happy to introduce you to some on our trusted panel.

Investments

Understanding the tax consequences related to your individual investments, specifically in relation to annual, tapered and lifetime allowances.

Retirement

Maximising your retirement plan savings under current tax law, planning to equalise income in retirement between spouses so you don’t have an income tax problem down the line.

Business

Tax planning is an essential aspect of business management, playing a crucial role in ensuring financial stability, maximizing profits, and achieving long-term growth.

Future Planning

Taking into consideration legislative tax changes that are yet to come into law to ensure you maximise your benefits.

We are so busy with our family and business we don’t have the time to manage our own investments, so it gives us great peace of mind knowing that Lexington is constantly keeping an eye on things and looking out for our interests.

Nic & Kaye Hallett

OUR LATEST INSIGHTS ON TAX PLANNING

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Within 30 minutes we can get to know you – your situation, goals and needs – then we can summarise how we can help you pursue true wealth.

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