Tax & Residency
Navigating global tax optimization and residency planning
We provide independent analysis of residency-by-investment programs, double taxation treaties, and structuring considerations for entrepreneurs operating across multiple jurisdictions.
Our Approach
Tax and residency planning requires careful consideration of personal circumstances, business structures, and long-term objectives. Our research provides the analytical foundation for these decisions, examining program requirements, processing timelines, and ongoing obligations across jurisdictions.
Program Analysis
We maintain detailed analysis of residency-by-investment programs across key jurisdictions including the UAE, Portugal, Malta, and emerging programs in South America. Each analysis covers investment thresholds, residency requirements, path to citizenship, and tax treatment of worldwide income.
Treaty Networks
Understanding double taxation agreements is critical for cross-border entrepreneurs. We analyze treaty networks, examining withholding rates, permanent establishment rules, and tie-breaker provisions that determine tax residency in complex situations.
Key Questions We Address
- Which residency programs offer the best value for investment?
- How do substance requirements impact tax residency claims?
- What are the exit tax implications of changing residency?
- How do treaty networks affect cross-border income?
Need Specific Analysis?
Our research team can provide bespoke analysis tailored to your specific questions within the Tax & Residency theme.
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