Tax Efficient Investing

Improve returns by lowering your taxes!

Improve returns by lowering your taxes!

Tax Efficiency

Smart Tax Choices

The G20 is working on closing tax loopholes around the world. However, there are legal ways to set up your finances to reduce your tax burden. If you are an expat, why are you still paying taxes on your investments whilst you live abroad?

Please contact us about our tax-efficient pension structures and trusts which can be used to reduce your tax bill for yourself and your heirs.

Click here to find out more about smart tax planning using insurance wrappers and investment trusts.

 
 

Index Funds

Unlike actively managed mutual funds, index funds have very little turnover, which means you incur much lower capital gains taxes. ETFs are often based around index fund investing. This lowers the costs of investing.

 

Intelligent Dividend Reinvesting

By using dividends to add to your portfolio throughout the year, we minimise asset sales which would lower your realised capital gains. Dividends are automatically reinvested.

 

Tax-Optimized Withdrawals

Regardless of the size of withdrawal, The Money Pouch ensures your remaining portfolio is diversified and also sells shares based on your cost basis. As a result, The Money Pouch minimises your taxes even when you’re withdrawing funds from your account.

 

Tax-Aware Asset Allocation

Depending on your country of tax status, we can use different set ups for your portfolios. You can invest via an insurance wrapper or via a trust for effective tax planning.

 

Inheritance Planning

You can use trusts and insurance wrappers for effective inheritance planning and estate planning. Protect your heirs from high taxation. Inheritance planning & tax planning is country specific. Click here to learn more about tax planning.

 

Tax-Efficient Account Transfers

Transferring an outside brokerage account into a The Money Pouch portfolio is simple — we’ll manage the transfer in a tax-efficient manner automatically free of charge. You can also, easily set up an account if you are an existing Interactive Brokers account holder.

By using this website, you accept our Terms of Use and Privacy Policy. As with all investments your capital is at risk and the value of your investments as well as the income derived from them can rise as well as fall. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. Historical results do not include the transaction and management fees. All securities involve risk and may result in loss. This site is provided for information purposes only and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any financial instruments. We do not provide financial advice to investors. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. The Money Pouch assumes no responsibility for the tax consequences or returns for any investor of any transaction.