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Tax Planning

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Overview

At Definitive, we take tax considerations into account when managing your portfolio, ensuring your investments are structured to optimise after-tax returns while maintaining full compliance with local and international regulations. Working alongside trusted external professionals, we integrate tax strategies into your broader financial plan to help you retain more of your wealth and achieve long-term financial efficiency.

What we deliver:

  • Tax-efficient portfolio design across asset classes and jurisdictions.
  • Strategic structuring of capital gains, income, and dividends.
  • Integrated financial and tax planning for long-term wealth preservation.
Contact an adviser
Alix-Clarke

Alix Clarke

Head of Strategic Operations and Key Accounts
Group 129

Mark Fussell

Senior Portfolio Manager

FAQs

Absolutely. Our approach is designed to structure portfolios for after-tax efficiency, helping clients retain more of their wealth while aligning with their overall financial goals.

To structure your finances in a way that legally reduces your tax burden and improves long-term wealth outcomes.

Yes, by using allowances, exemptions, and efficient structures, you can reduce annual tax liabilities.

No, everyone can benefit - from business owners to professionals and families.

It ensures your investment returns are optimised after tax, not just before tax.

Alix Clarke

Head of Strategic Operations and Key Accounts

Alix, who holds a Bachelor of Commerce in Business Management with a focus on Investment Management, joined Definitive in 2016. She works closely with the Managing Director in a senior technical capacity throughout various areas of the business, ensuring accuracy, efficiency, and client confidence.

Mark Fussell

Senior Portfolio Manager

With four decades of experience in financial markets, Mark’s career spans investment banking and private client portfolio management. Having worked in Switzerland and the UK before returning to South Africa in 1997, he brings deep global insight to his role. Mark joined Definitive in 2019, where his expertise enriches the firm’s international perspective.