A founder selling before moving to London
The sale and the move planned together, and the proceeds invested to a written policy.
Case file
Client
Individual · Madrid → London
Sector
Technology
Countries
Spain → UK
Year
2024
6
months planned ahead
1
investment policy
A founder agreed to sell her Madrid company and had a job offer in London starting the same year.
Timing
We set the sale and the residence date so each gain was taxed once and where it should be.
After the sale
A written investment policy for the proceeds, reviewed twice a year.
Both first-year returns filed, and the proceeds invested to a plan she wrote with us.
Cases are described with our clients’ permission. They describe our work, not financial results.