A business owner has a family-owned private limited company with good profits, which has accumulated assets, allowing the company to purchase additional assets in its name. This attracted higher taxation on the income generated from these assets, as they were owned by the company and not individuals.
We designed a financial solution with a solid structure, well-regulated by government authorities, which also provided a tax shelter on the profits parked here. This financial instrument has the option to be transferred to the director’s name at a later stage.