Become a Global Optimizer Client

Let us help you build a tax-free life.

Our retainer starts an official working relationship between us and includes:

• In depth-review of your situation for opportunities for tax optimisation
• Deliverable implementation strategy proposal from A-Z.
• Contact setup for implementation.

Note: This retainer is fully deductible from your full implementation services.

International Tax Optimization Proposal Review

Objective:

To conduct a preliminary review of tax-efficient business structures, personal tax residency options, profit allocation strategies, and compliance considerations. This review serves as the foundation for a
final proposal, ensuring the most effective tax optimization strategy.

Key Areas of Review:

1. Optimized Corporate Structuring:
   • Select a jurisdiction with low or zero corporate tax (e.g., UAE, Estonia, Hong Kong, Singapore, etc.).
   • Consider multi-entity structures (e.g., holding companies in tax-friendly countries).
   • Assessment of compliance requirements and operational ease for different locations.
2. Tax Residency Optimization:
   • Minimize tax burden by relocating personal tax residency to a jurisdiction with lower personal income tax.
   • Use legal strategies like the 183-day rule or tax treaties to reduce double taxation.
   • Examination of Controlled Foreign Company (CFC) regulations and how they impact taxation.
3. Profit Allocation & Expense Optimization:
   • Leverage transfer pricing between international entities to allocate profits efficiently.
   • Utilize business expenses and reinvestment strategies to reduce taxable income.
   • Evaluation of royalty structures, licensing, and intellectual property (IP) management for tax efficiency
4. Banking & Compliance:
   • Open bank accounts in jurisdictions with strong privacy laws and efficient financial infrastructure.
   • Ensure compliance with international regulations (OECD, CRS, FATCA) to avoid risks.
   • Compliance check against OECD, CRS, FATCA, and AML regulations to ensure risk mitigation.

Preliminary Findings & Expected Benefits:

• Identification of the most suitable jurisdictions for incorporation and personal tax residency.
• Legal structuring recommendations to minimize corporate and personal tax burdens.
• Optimized profit allocation, expense strategies, and banking setup for efficiency and privacy.
• A compliance framework to ensure adherence to international tax regulations.

Next Steps: Final Proposal

Following this review, a detailed final proposal will be provided, including:

• Step-by-step implementation strategy
• Legal structuring details
• Projected tax savings and compliance roadmap

(The final proposal will be available separately upon request once the review has been completed.)

Your Strategist

Your Account Manager