Case Study: Tax-Efficient Property Options for High-End Investors
AT A GLANCE
Challenges:
- Considering a luxury home purchase with concerns about attracting attention.
- Hesitant to make a direct cash purchase to avoid unwanted attention.
- Concerns about managing tax implications and minimising associated costs.
Benefits:
- Confident Luxury Home purchase.
- Protected financial decisions.
- Stress-free property settlement.
OBJECTIVES
Meet Sarah, a high-net-worth individual who has worked hard and accumulated a substantial amount of wealth. She’s been considering purchasing a luxury home for a while, but she has concerns about the privacy and tax implications of such a purchase.
SOLUTIONS
Sarah learns about our Property Full Settlement services, which include using an overseas trust to purchase the property. Here’s how our service addresses her concerns:
Financial Flexibility:
With our assistance, Sarah can use her substantial cash reserves to buy the luxury property without raising eyebrows or inviting unwarranted questions.
Tax Management:
Our service streamlines the property purchase process, saving Sarah from the complexities of applying for loans and minimising her tax burden. She can potentially save up to 17%-24% on taxes and other expenses related to loans and agreements.
High-Level Privacy:
Sarah’s financial transactions and property purchases are conducted through trust, ensuring that her identity remains concealed. This level of discretion safeguards her privacy and shields her from unnecessary scrutiny.
Financial Flexibility:
With our assistance, Sarah can use her substantial cash reserves to buy the luxury property without raising eyebrows or inviting unwarranted questions.
Tax Management:
Our service streamlines the property purchase process, saving Sarah from the complexities of applying for loans and minimising her tax burden. She can potentially save up to 17%-24% on taxes and other expenses related to loans and agreements.
High-Level Privacy:
Sarah’s financial transactions and property purchases are conducted through trust, ensuring that her identity remains concealed. This level of discretion safeguards her privacy and shields her from unnecessary scrutiny.
BENEFITS
- Sarah seamlessly uses her substantial cash reserves to purchase the luxury property without drawing unwanted attention.
- Streamlined property purchase process minimises tax burden, potentially saving up to 17%-24% on taxes and associated expenses related to loans and agreements.
- All financial transactions and property purchases are conducted through trust, ensuring Sarah’s identity remains concealed for a high level of discretion and privacy.
