1:1 Global Tax Strategy

If you're looking to move abroad, or if you're already an Expat/Nomad/Remote worker this is for you. Especially, if you're wanting to leverage international solutions to maximize your money AKA combining your move abroad with more money in your pockets - this is definitely for you.

I will help you discover alternative global (tax, business, bank, financial tools, residency, and citizenship) solutions that you didn't even know existed. I'll also help you decide which countries to choose from based on your unique circumstances and preferences. Whether you're looking for the cheapest country, or a tax-friendly country, or even an entrepreneurial-friendly country, I'll lay out the options in such a way that you will feel empowered and educated about your future financial possibilities. 

In the nicest way possible I will help you make a decision and take those necessary actionable steps to act and execute on our unique Global Tax Strategy so that you can start seeing the benefits from it.

• 1 x 30-minute Welcome Video Call so we can get to know each other
• 1 x 60-minutes Private Video Session where we dive deep into your current circumstances and I present you with my thoughts, recommendations, and alternative solutions to the current reality you're living in. This can cover topics such as bank accounts, business entity, tax residency, tax incentive programs, and which country to move to, and its tax implication. 
• Summary Document which will list all the relevant key points discussed during the Video Session, including up to 3 possible strategies with a breakdown of estimated fees for set up costs for a company, bank accounts, and tax residency. I'll also provide you with a comparable tax rates table, and recommendations specifically designed for YOU, as well as next steps that are required.  
• Follow-up (voice) messages to make sure that you’ve understood everything that was talked about in the Video Session, in the Summary Document, and in the progress of the strategy. 

We will work together very closely for about 3 months (sometimes even longer).

So, plenty of time to consider all the pros and cons of different strategies.

We also cover the fees between us and our partner accountants/ lawyers to get a second opinion until we get to your optimal strategy. 

However, our fee doesn't cover any third-party providers' products (like business entity formation, visa application fees, etc. - our partners have their own fees).

• Phase 1 (short-term): Getting to know you and your preferences better, and sharing first thoughts and recommendations with you.
• Phase 2 (+/- 1 month): Design your individualized tax strategy - This is where we activate our partner network of lawyers / accountants / offshore providers. We cover disbursements with our partners until we get to an optimal tax strategy.
• Phase 3 (1-3 months): Execution of the strategy – For this part we act as a project manager so you don't have to talk to 5 different professionals in 3 different countries. The fees and costs are not covered by us, but they’re determined by our partners (we’ll make sure you get a good deal).
• Phase 4 (Long-term): You pay minimal taxes through your tax-efficient setup, maximize your tax breaks, and only cover any annual ongoing fees.

Every now and then I open up my calendar for Power Hour Sessions (Let's be honest, only a few months in the year when I'm not traveling). If I'm currently offering Power Hour Sessions you will be able to book in through here.

Alternatively, make sure you check out our signature program that comes with a private FB community and offers ongoing support if you've got any questions left.

From experience, I can tell you that what might be a simple question in your eyes, requires a whole lot of research and year-long experience of putting together all the different factors that make out a whole tax strategy from our side. Hence, why I'm a big advocate of teaching and educating my people on these topics so that you understand the mechanics behind the process and can take that knowledge with you through every stage of your life/business journey, instead of just giving you answers without much reasoning behind it.