Many countries have agreed with other countries in treaties to mitigate the effects of double taxation (Double Tax Avoidance Agreement). Tax treaties may cover income taxes, inheritance taxes, value added taxes, or other taxes.

Besides bilateral treaties, also multilateral treaties are in place: Countries of the European Union (EU) have also entered into a multilateral agreement with respect to value added taxes under auspices of the EU, while a joint treaty on mutual administrative assistance of the Council of Europe and the OECD exists open to all nations.

Tax treaties tend to reduce taxes of one treaty country for residents of the other treaty country in order to reduce double taxation of the same income. The provisions and goals vary highly; very few tax treaties are alike.

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We use every cash flow and dividend to rebalance your portfolio, which reduces the need to sell shares. This can lower your capital gains tax over time, and maintains the risk and return of your portfolio.

Key aspects of our strategy

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Choose an approach that’s right for you

Major Purchase

This is for investors who are saving for a home down payment, future tuition, or any other specific purchase or event.

Build Wealth

Often you don’t have a specific reason to save your money but still want to grow your wealth over a long period of time.

Safety Net

This is one of the highest priority goals we recommend for investors, designed to ensure you have an emergency fund.