Often expatriates and private individuals can enjoy considerable advantages and tax savings by intelligently structuring their financial affairs. Montpelier provide the planning and implementation of such tax efficient arrangements for expatriates and private clients worldwide.
Tax Planning is a very complex subject, especially when it involves more than one jurisdiction, and there are many fundamental issues to be considered before the right decision can be made and a good structure may be set up.
Montpelier analyse each client's situation carefully, point out available options, develop a plan of action and implement it. By working closely as a team, our advisers pool their knowledge and experience so that the specific details of each client's case are considered from all relevant perspectives.
Whether you need advice on existing or proposed international structures, we have tax specialists throughout the world to provide you with guidance. Whether you need corporate or individual tax assistance we have the expertise and network to satisfy your expectations.
In broad terms we are able to advise on the following issues:
- Choice of appropriate legal structure for international activities
- Optimising income flows
- Tax treaty implications
- Repatriation of income to beneficial owners
Expatriate assignment tax strategies. In this highly specialised field, Montpelier have developed significant expertise in serving companies with international assignment employee structures. The aim of Montpelier is to provide a means of delivering quality international assignment services and to assist organisations in developing a sound and working expatriate program that is both tax efficient and financially sound.
Planning for high net worth individuals/estate planning. Whilst the above issue can be seen as two separate topics they are regularly combined in a single area of service aimed at tax planning and asset protection for high net worth individuals. A typical planning strategy for high net worth individuals would include the following considerations:
- Succession planning for owner operated businesses
- Trusts and wills
- Inheritance and gift taxes
- Planning against double taxation
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