Exit tax planning

Exit tax planning Dubai: align relocation, shareholdings, foundation and holding before moving.

A move to Dubai can become expensive if shareholdings, hidden reserves, holding structure, foundation route and actual relocation are not planned before the move.

Exit tax planning

Structure first, relocation second.

Meyers Advisory reviews relocation projects for entrepreneurs and asset owners with shareholdings. The goal is a documented sequence that reduces tax risk and remains implementable.

Review

Central review points.

Before deregistration or relocation steps, shareholdings, valuation, reorganisations, foundation options, holding structure, residence status and Dubai setup are aligned.

  • German exit tax exposure, participation quota, hidden reserves, valuation, liquidity and payment timing.
  • Holding company, share swap, GmbH & Co. KG, foundation or DIFC Foundation as possible pre-structuring.
  • Residence, habitual abode, centre of life, effective management and substance in Germany and Dubai.
  • Banking, KYC, asset transfers, reporting duties and administration after relocation.

Scope

Concrete work product.

Exit tax planning

Exit tax analysis

Tax starting point, shareholdings, assets, deadlines and risk points.

Exit tax planning

Structure roadmap

Sequence for holding, foundation, reorganisation, Dubai setup, banking and documentation.

Exit tax planning

Implementation file

Documents, resolutions, tax notes, KYC, timeline and ongoing obligations.

Risk points

Common failures.

  • The relocation happens before shareholdings and hidden reserves are valued.
  • Dubai residency is confused with full tax non-residence.
  • German effective management or family centre of life remains unchanged in practice.

Internal routes

Related deep dives.

FAQ

Frequently asked questions.

FAQ

How is exit tax planned?

It depends on the individual facts. Structuring, risk reduction or liquidity planning may be possible, but there is no generic guarantee.

FAQ

When should planning start?

Before moving. Depending on shareholdings and structure, preparation can take months.

FAQ

Can a foundation help?

A foundation or DIFC Foundation can be part of the solution if contribution, control, tax consequences and timing fit together.

Review exit tax

Next step: review the structure confidentially.

We map facts, target structure, tax effects, bankability and implementation sequence in an initial review.

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