Founders · residence timed to the event

The tax costs of a deal depend on where you are resident on the day of signing.

Exit from investment is taxed differently depending on where you are tax-resident at the moment of the event. Residence cannot be changed after the fact — the window opens 12–18 months before the deal. The House sets the timing of the personal event in advance.

When this is your situation

A personal liquidity event lies ahead — a sale of your stake, a token, a secondary, an exit from a fund.
Where you are resident on the day of the event decides the size of the largest payment of your life.
There are still 12–18 months to signing, and the window for a lawful change of residence is still open.

What the House does

The House works out where it is reasonable for you to be tax resident by the time of the event, and sets the transition so that it is completed in time and is defensible. The timing of the personal event and the timing of the deal cease to be two unconnected schedules.

Calculating the target tax residency for the specific event and type of income.
A transition schedule: when to cease the old residence and take up the new one.
Documenting presence and the centre of interests against the test of both jurisdictions.
Protection from exit tax and from the old country reaching back to withhold.
A minimum of disclosure: only what is required, and at the right moment.

What you get: a target-tax residency analysis · a defense file on presence and centre of interests against the residency tests of both jurisdictions · a plan for ceasing the old residence

What worries you — and the House’s answer

“The old country will tax the deal even if I have left.” — The break in residence is documented against the presence and centre-of-interests test, not asserted in words.
“I won’t manage to change residence before the deal.” — The 12–18-month head start exists for precisely this. The House judges which window you are in.
“Changing residence will draw needless attention.” — We disclose only what is necessary, and at the right moment, with no excess signals.

Where this leads

By the day of signing the deal you are a tax resident of the jurisdiction that gives the best tax outcome for your event. The old country has released you cleanly, with no tail and no additional assessments. The largest payment of your life is calculated in advance — not discovered at the deal.

Fee

by mandate

Depends on the old jurisdiction and the type of event. It begins with a Diagnostic, which is credited against the mandate fee.

The residence for the day of the deal is chosen a year before it.

Put this matter to the House

The Diagnostic is credited against the mandate fee. A reply within one business day.

or — a private word with an adviser →