Individual tax planning involved choosing the tax residence between European expat regimes and Carribean countries based on tax, life comfort and immigration factors. Effective tax rate modelling took into account both individual and corporate tax residence of the persons involved

We advised the family on the tax implications of the UK project financing involving investment through an SPV into UK residential real estate. Of particular importance for the effective tax rate / investment return calculation was the choice of SPV's jurisdiction, debt/equity financing and the UK stamp duty rules.

As part of the individual and corporate tax planning we advised the Founder of the Shoes Business operated in China, Turkey and Russia based on the choice of the HQ / individual tax residence location. The effective tax rates were calculated for the shortlisted scenarios. The scope of tax comparison involved China, Cyprus, Israel, Malta, the UK, Singapore, Turkey, Hong Kong, Monaco, Russia, Spain, Portugal, Switzerland and Luxembourg.

The individual and corporate tax planning for the US tax resident involved the choice between the US Inc. and LLC, debt and equity financing, as well as the state of the SPV's incorporation. The effective tax rate was calculated based on the Client's financial model

The Client was advised on the choice of individual tax residence (Latvia or Swizerland), as well as on the choice of the Swiss canton in view of the income streams from dividends, capital gains, sole proprietorships, real estate and employment. The effective tax rate was calculated based on the financial model.

We advised the holder of a variety of investment assets on the choice between the US and the UK for the individual tax residence. Capital gains, dividends and business income levied in the source and the residence state formed the basis for the effective tax rate calculation