UK & European Union (Bulgaria) Wealth Suite
HMRC IHT • 10% Flat Tax Arbitrage • Real Estate • SWRWealth Modeling & Estate Tax Engine
Quantitative analysis for UK & European cross-border wealth structures, EU corporate arbitrage, property acquisitions, and safe withdrawal rates.
Cross-Border Holding Parameters
Bulgaria EOOD / OOD (10% Corp / 5% Div)
10% flat corporate tax, 5% dividend withholding tax, 0% inheritance tax for direct heirs.
Bulgaria EOOD / OOD
€7,276,329
+€1,077,495 vs UK Personal
UK Family Investment Co (FIC)
€7,178,358
25% Corp Tax on Realized Gains
UK Direct Personal Holding
€6,198,834
Subject to 40% IHT on death
Multi-Vehicle Growth Trajectory (15 Years)
Compound Trajectory
| Year | Bulgaria EOOD / OOD | UK FIC (25%) | UK Personal | Arbitrage Edge |
|---|---|---|---|---|
| Year 1 | €2,684,550 | €2,682,125 | €2,656,020 | +€28,530 |
| Year 3 | €3,095,526 | €3,087,145 | €2,997,878 | +€97,648 |
| Year 6 | €3,832,913 | €3,812,186 | €3,594,910 | +€238,003 |
| Year 9 | €4,745,953 | €4,707,508 | €4,310,841 | +€435,112 |
| Year 12 | €5,876,488 | €5,813,104 | €5,169,351 | +€707,137 |
| Year 15 | €7,276,329 | €7,178,358 | €6,198,834 | +€1,077,495 |
Succession Advantage
Cross-border EU structures protect against the standard UK 40% estate tax drag on lineal transfers.
Multi-Tier Architecture
Pairing foreign EU holdings for global portfolios with UK domestic vehicles optimizes tax efficiency across jurisdictions.
For illustration only — outputs are mathematical projections and do not constitute financial, legal, or tax advice. Consult a qualified professional before making decisions.