International Tax Planning
Globally mobile expats need more than a single jurisdiction plan.
Help them visualy their global tax picture.
Plan across multiple tax jurisdictions
Factor in multiple country moves and changes of tax jurisdiction. Show the impact of proper tax planning and appropriate structuring.
Rebase assets before or after country moves, for a clean break in the new location.
Build custom tax templates
Complete flexibility to build tax profiles with different marginal rates, and allowances.
Fully customisable to work with any jurisdiction.
Model tax across different wrappers
Assign assets to different tax wrappers, like pensions, ISAs, GIAs, offshore bonds, and custom wrappers.
Unlock a client experience that leads to better decisions, increased loyalty, and higher AUM.
Common Questions:
Can I model custom tax scenarios?
Yes. Our software is built to be fully customisable so you can adapt it to any tax regime that exists. You can input specific tax bands, brackets and orders of taxation to work across jurisdictions.
Is WealthOptic a replacement for a tax adviser?
WealthOptic is planning software, not a tax advisory service. It models tax outcomes based on the inputs and rules within the engine. Complex tax structuring should still be referred to a qualified tax professional.
How does WealthOptic handle changes across tax jurisdictions?
Our Tax Event planner allows you factor in the changes you’d expect as a client moves internationally. You can build in crystallisation of gains, changes to products, and exit tax events, on either side of an international move.