Tax Planning

Tax planning is the process of structuring a cross border investment so as throughout its lifetime and on exit (sale or wind down) the shareholders benefit the maximum. Using the Tax Avoidance Treaties signed between countries (normally based on the OECD model of Double Tax Avoidance) we aim to minimize tax implications in repatriating income, dividends as well as on exit any capital gains tax.

Tax planning is paramount in structuring a cross border investment. Tax planning entails the use of SPVs (Special Purpose Vehicles) such as companies and trusts in order to avoid double taxation of income. At the same time, the exit strategy should be clear, enabling the investors to dispose off their investments with minimum tax implications.

We are able to use set up companies with 26 jurisdictions worldwide and exploit the DTA treaty between the clients country of residence and the low tax jurisdiction for tax planning purposes.

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