Tax Roadmap CallKeep more ofwhat you've made.
A private call where we map your situation to the legal routes, often a change of residency, that cut your tax bill. You leave with a written roadmap of your options, ranked and costed, yours to keep.
A 1:1 call
Around an hour. We map your full situation together.
A written roadmap
Delivered after the call. Yours to keep and act on.
Ranked options
Each with costs, day-counts and a clear next step.
What you get
Every call ends with a written roadmap.
Most tax conversations end and you are left trying to remember what was said. This one ends with a document built from your answers, yours to keep whether or not we ever work together again.
Your real options, ranked
The routes that fit your holdings, nationality and appetite for change, in priority order.
What each one costs
Rough cost to execute per option, weighed against the tax it saves.
Time and presence required
Day-count and substance rules, so you know what each route asks of your calendar.
A sequence to follow
The order to do things in, with the first concrete steps spelled out.
Your route options
Ranked by fit with your profile
Portugal
United Arab Emirates
St Kitts & Nevis
And mapped against your situation
Tax treatment by jurisdiction
How income, gains and assets are taxed in the places you could move to.
Timing and exit
When a move makes sense relative to your gains, and the timing traps to avoid.
Family and dependants
How a partner, children or a second nationality change what's realistic.
Want this built around your situation?
How it works
Three steps, start to plan.
Book and pay
Pick a time and pay the $500 securely in one step. That locks in your slot and the work that follows.
We talk it through
On the call I ask about your holdings, your goals, where you can and can't move, your timeline and your ties.
You get your roadmap
I turn your answers into a written roadmap with options, costs and a sequence. Delivered after the call, yours to keep.
Where this could take you
Real places, real routes.
A few of the destinations a roadmap can point to. Which ones fit you comes down to your holdings, your nationality and how far you want to move.
Portugal
Residency
United Arab Emirates
Residency
St Kitts & Nevis
Citizenship
Grenada
Citizenship
Georgia
Residency
Panama
ResidencyNot sure which fits you? That's what the call is for.
Who it's for
Best for people ready to make a move.
This is for you if
- check_circleYou've made real gains and want to keep more of them, legally.
- check_circleYou earn remotely and aren't tied to where you currently live.
- check_circleYou're open to relocating, or already weighing a move.
- check_circleYou want clarity and a written plan before committing to anything big.
It's probably not for you if
- removeYou want someone to file your tax return for you.
- removeYou're not willing to consider moving or changing residency.
- removeYou're after a guaranteed loophole rather than real options.
Questions
Before you book.
No. The roadmap lays out strategic options based on what you share, so you can make an informed decision. Before you action anything, confirm the specifics with a licensed tax or legal professional in the relevant jurisdiction. The roadmap flags where that sign-off is needed.
A rough sense of your holdings, your current residency and nationality, and what you're hoping to achieve. Nothing needs to be exact. The questions on the call will draw out the rest.
Long enough to ask everything that shapes your options, typically around an hour. The written roadmap follows after, once the answers are turned into a plan.
Yes. The $500 buys the call and the written roadmap that comes out of it. It's yours to keep and act on, with or without us.
If you decide to move on one of the routes, we run a full concierge service that handles the application end to end. The roadmap call is a standalone first step with no obligation to go further.
Yes. Everything you share is held in strict confidence and never passed to third parties.
Book your call
Book the call. Keep the roadmap.
Pick a time below and pay the $500 securely. That confirms your call and the written roadmap that comes with it.
Secure payment and scheduling handled by Calendly. Held in strict confidence.