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.
