Exit strategy from territorial tax regime

[Dyba09]

Hi guys, I live in a country in the EU with a time-limited territorial tax regime. My wealth is all from salary and investments and currently most of this wealth is invested abroad (i.e. not subject to tax in the country I live in). What would be the best strategy (if any) to organise/optimise my wealth once this territorial tax regime comes to an end, assuming I can't move to another country? Cheers

 

[Alonzo]

I think those in OCT who lived in the country wouldn't challenge Hacienda with structures once Beckham law is over

 

[JohnnyDoe]

A properly structured trust, possibly with the help of friends, could be useful. Of course it must be a real trust, which means, in particular, that you can't retain any sort of control over it, be irrevocable and discretionary.

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[Darrineco]

You could consider speaking with a cross-border tax advisor to explore options like setting up tax-efficient investment vehicles, trusts, or relocating some assets before the regime ends. Planning ahead is key!