Executive Tax Planning

Executive Financial Planning (EFP) is a range of:

  • employer sponsored (and often employer funded)
  • strategic personal tax, and
  • general financial planning services for executives.

Companies buy EFP services because they:

  • minimise management time spent in dealing with and the risks taken getting involved in executive financial issues
  • enhance executive awareness of and tax efficiencies from existing company benefits
  • encourage executives to spend less time on their own tax and financial affairs, thus allowing them more time to spend on company business
  • can help attract and retain key executives and provide valuable corporate feedback whilst preserving executive confidentiality
  • maximise the value of available budgets for executive benefits through flex etc.

The services

Watts Woollett LLP