Tax-efficient savings plan for first time buyers

We all like the finer things in life and these tend to be rather costly.  One of our clients, -  a couple who were planning to get married -  wanted to purchase their first home in the next few years. To pay for their dream property, they needed to save up a lump sum.  

After some careful questioning regarding their finances, I calculated how much they needed to put aside each month and arranged a tax efficient savings plan. This plan ensured that their savings for their first home grew steadily and that they would also have enough money to cover expenses on their special day.


Wealth Manager – Holbrook Wealth Management