Eliminate Your Clients'Capital Gains Taxes
- We specialize in helping people eliminate capital gains tax when selling their business for more than $10mm USD
- We've helped our clients save 100s of millions of dollars in taxes
- Contact us today for your free consultation
Their Exit Strategy Doesn’t Have to Include a Huge Tax Bill
Strategy
We begin with a thorough evaluation of the company’s financials and corporate structure. The earlier we are, the more opportunities we have to eliminate their tax burden upon exit.
Implementation
Through the use of corporate restructuring, strategic business valuations and government-issued tax credits, we'll lay the groundwork for an exit free from capital gains tax.
Exit
Dominion's international team of legal and financial advisors will usher your client through a successful exit and ensure regulatory and tax compliance every step of the way.
Continuity
As they transition from business owner to investor, your client’s assets will be invested in specialized insurance vehicles to ensure tax-free cash flows into perpetuity.
Get in touch to consult with a high net worth tax advisor.
SellingLand in the US
$240 millionassets value
We established an offshore asset protection trust in the Cook Islands, transferring ownership of the land to the trust, thus minimizing exposure to US taxes. Cook Islands' legislation offers strong asset protection and exempts several types of taxes, effectively shielding the assets. The proceeds are further managed through a Private Placement Life Insurance (PPLI) in Bermuda, which the client loaned against to facilitate tax-free access to funds.
Client saved$48,290,000
SellingCompany in the UK
£120 millionassets value
We began by setting up an offshore asset protection trust in Nevis and a Hong Kong LLC to hold and protect the equity, then wrapped the trust in a tax-free insurance structure. Guiding the client throughout the company sale, all the income flowed into the insurance wrapper (and not the client), skirting all capital gains tax in the process. The client took a loan using these funds as collateral, enabling tax-free cash flow that he (and eventually, his heirs) could enjoy.
Client saved£23,998,800
SellingCompany in the US
$100 millionassets value
The approach began with establishing an offshore asset protection trust in the Cook Islands, paired with a PPLI policy. Thus far, you'll recognize this setup from the one used in Case Study #1, but with one significant difference. By highlighting potential liabilities and operational risks, adopting conservative financial projections, and emphasizing unfavorable industry trends and economic conditions, the formal estate valuation we secured was worth only $20 million, significantly below the internally estimated value.
After several years of continued operations and courting potential buyers, the company eventually sold for $96 million, resulting in a $76 million tax-free capital gain on the value of the PPLI.
Client saved$19,266,000
SellingAssets in South Kore
$200 millionassets value
We established an offshore asset protection trust in the Cook Islands, transferring the client's $200 million in assets and incurring a one-time capital gains tax of $55 million. The remaining $145 million was invested in Dubai corporate entities, avoiding South Korea's 24.2% corporate income tax. A private bank was set up in Hong Kong to leverage its favorable tax treaty with South Korea, reducing withholding tax on interest income to 10%. Finally, a private placement life insurance (PPLI) policy was established, allowing tax-free loans and ensuring business distributions remain tax-free, providing secure, flexible, and tax-efficient cash flow.
Client saved$87,200,000
