A founder selling before moving to London
The sale and the move planned together, and the proceeds invested to a written policy.
Described with the client’s permission.
The challenge.
What the client came to us with.
A founder in Madrid was selling her company and moving to London with her family in the same year, and wanted to know what to do first.
What we did.
The work, in the order we did it.
The order
We planned the sale before the move, so the gain was taxed once and in Spain, and fixed the date she would become UK resident.
The proceeds
The money was invested to a written policy, through accounts reported correctly in both countries.
The outcome.
What changed for the client. We describe our work, not financial results.
Six months planned ahead, one investment policy and no surprises on either tax return.
Who worked on it.
The advisers who led the work.
More cases.
Other clients, what they needed and what changed.
Refinancing a family hotel business
Three hotels, two banks and a loan coming due. A cash plan and a refinancing the banks approved.
Due diligence on a Valencia software company
A UK group buying a Spanish software company needed the numbers checked in four weeks.
A founder selling before moving to London
The sale and the move planned together, and the proceeds invested to a written policy.
Cases are described with our clients’ permission. They describe our work, not financial results.