What the work is worth.
Founders, families and groups with a position in more than one country. Each case sets out the situation, what we did, and what it was worth once it was carried out and filed.
Personal
Personal · US · PT
1.8USD m
less tax on a single disposal
A founder's share sale, taxed once instead of twice
A secondary sale was in motion while the founder was moving between two countries. Both could claim the gain. We re-sequenced the move and the shareholding before anything was signed.
Read the case studyPersonal · UK · JE
1.1GBP m
over the succession
A family business handed on, not taxed away
One generation held everything personally, with no structure and a succession that would have triggered charges in two countries at once.
Illustrative exampleRead the case studyPersonal and business together
Personal and Business · UK · AE
630GBP k / year
tax saved on dividends
Relocating a founder without breaking the company
A founder wanted to relocate to Dubai while the company stayed in the UK. Done carelessly, the move either keeps them UK-resident or drags the company's management abroad with them.
Illustrative exampleRead the case studyPersonal and Business · CH · UK · LU · CY · AE
3.1EUR m / year
recurring tax saving
Fourteen companies, five countries, one family office
Two generations had built fourteen companies and three trusts across five countries, each set up by a different adviser. We consolidated them under one family office with a single plan for residency, investments and succession.
Illustrative exampleRead the case studyBusiness
Business · EE · NL · DE
2.4EUR m / year
recurring tax saving
A three-country software group, from 26% to 14%
The group's IP sat in a holding company with no people behind it. We moved it to where the team works, added real substance, and documented the whole thing to file.
Read the case studyBusiness · ES · PL · BR
0.9EUR m
exposure closed before any audit
Nine countries of contractors, made compliant
Long-tenured contractors were working full time, to fixed hours, on company equipment. In three countries that is employment, and the exposure had been building for two years.
Illustrative exampleRead the case studyBusiness · US · PT · PL
0.7USD m
of tax exposure avoided
A US start-up's European team, set up before it became a problem
A Delaware company was paying European engineers as contractors from the US. Their senior engineers were effectively running the product from Lisbon.
Illustrative exampleRead the case studyBusiness · DE · PL · CZ · NL · US
4.8EUR m / year
recurring tax saving
A five-country manufacturing group, rebuilt around one holding
Five operating companies owned in a chain that grew by acquisition, each paying tax on the way up. We put one holding on top, moved group financing and procurement to where the people are, and cut the leakage at every border.
Illustrative exampleRead the case studyCompleted engagements are marked as such; examples marked "Illustrative" show how a typical situation is handled and are not client results. Names, sectors, figures and timings are generalised or omitted so that no client is identifiable. Every result depends on that client's facts. Nothing here predicts what your position would produce, and nothing here is advice.
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