Tax Services

One of the most common questions Location Independent entrepreneurs have is this: How and where should I set up my business so I can leverage my location independent status & minimize my tax liabilities?

It’s a great question but one that can’t easily be answered by an ebook (although that can help get you started) since it requires in-depth knowledge of your own individual circumstances together with an excellent grasp of international tax affairs which change on an almost weekly basis.

The problem is that consulting with a professional tax attorney or financial planner is expensive – we know somebody in our community who was quoted £250 (approx. $390) per hour for this sort of advice.

We know that you, like us, probably can’t afford those sorts of fees especially when it might take several hours to read about your case, complete any research required and then actually speak to you to impart their advice. You could easily be looking at £1,000 just to get some basic answers.

“I tried to work with somebody prior to working with you and the response was very disheartening. I couldn’t get a feel whether they could help me or not before I spent about $400. What I liked about this service is that you share a wealth of information on the site that gave me confidence to know where you are coming from.

Personally, I think you should increase these fees, even double them. People in my shoes will pay and there is such a lack of honest, friendly and knowledgeable people in Marion’s position. I really liked Marion, both her personality and her knowledge – I would absolutely recommend her. She’s not just there to grab your money – she truly wants to help and is a lovely person.  She helped to sort me out and start me down the right path.” ~ Craig, UK

For a comparatively affordable sum you can avoid making any expensive mistakes (like the one we made of incorporating in Panama, on the advice of a UK tax accountant), with a package of services we’ve created for members of the location independent community…

The Freedom Financial Packages

The Freedom Financial Packages have been created by location independent professionals for location independent professionals…which means that the guidance provided is specifically for people who are location independent and often also nomadic.

“I found working with Lea and Marion a pleasure. The whole process from organizing the consult, to making sure they were prepared for my specific situation, and to the actual consult and follow-up was trouble free.

Marion was very well prepared for our conversation. I felt totally at ease speaking to her. She had researched my circumstances and had solid actionable suggestions for me. I would definitely use her services again.” ~ Anita Chaperon, Spain

For this advice to be truly valuable and accurate, it must be up-to-date, global and tailored to your personal circumstances. That’s what you’ll get with the following options…

The Individual Consult

An individual consult is ideal if you’d like an affordable option to discuss your personal circumstances with somebody who really knows what they’re talking about and can point you in the right direction.

This is a great place to start if you’re not sure whether your individual circumstances & available options warrant a more in-depth review.

“Indispensable, unrivaled advice for independent professionals who travel the world. Marion does a great job of breaking down complex concepts and regulations into practical explanations and no-nonsense advice. Simple, structured and targeted to your unique circumstances.

I lost over a year trying to decipher the international tax code and looking for international tax advisors who would not cost the earth yet offer sound professional advice (not the type who suggest you open an offshore this or offshore that). Spare yourself the pain, the money and time lost and achieve peace of mind when you book an appointment with Marion to start sorting out your finances and tax situation.” ~ Mar Higuera, Australia

What you get with an Individual Consult:

1. Initial questionnaire for you to share your personal circumstances.
2. The research & preparation prior to your consult to ensure you’ll be given the latest, up-to-the-minute advice (global tax rules change frequently).
3. A 60-90 minute phone/skype consult to discuss your options.

How To Get Started:

Your Investment: £295, payable in advance. If you’d like to get started with one of the Freedom Financial packages, please email us with the following information:

1. Your name
2. Your primary contact email
3. The package you require

Once we receive your email we’ll be in touch as soon as we can, to let you know whether we think we can help and what the next steps are.

The Personal Review

An in-depth, fully personalized report tailored to your individual financial circumstances. The review equates to around 15-20 hours of work & is possibly the most cost effective option available, if you consider that at $250-400 per hour (the average rate most professionals of this kind will charge), you’ll usually pay upwards of $5,000+ for this information.

Here’s what you get with the Personal Review:

1. Initial questionnaire for you to share your personal circumstances.
2. An initial 60m phone/skype consult to gather more information (if needed).
3. An in-depth report outlining your personal options & step-by-step guide to implement the suggested approach.
4. A 60m follow-up consult to discuss your report & answer any further questions.

Your Investment: £1,795, with 50% payable in advance & the balance prior to receipt of your full report.

How To Get Started:

If you’d like to get started with one of the Freedom Financial packages, please email us with the following information:

1. Your name
2. Your primary contact email
3. The package you require

Once we receive your email we’ll be in touch as soon as we can, to let you know whether we think we can help and what the next steps are.

Follow-up Consults

These are available to existing clients only, after having an Individual Consult or a Personal Review with us:

1. A single email response or 30m phone consult for £95
2. A 60m phone consult for £195

The Very Important Small Print

The information offered by the Freedom Financial Packages is for guidance and orientation only and is not intended to replace the licensed and regulated advice you will find on offer in individual countries.

Whilst every effort is taken to ensure that facts are correct at the time each case is processed, tax laws and individual plans/circumstances have a tendency to change very rapidly (on the whim of a government or the client!) and as such, no liability can be accepted for actions that you take as a result of following any of the suggestions made.

There is a good reason for this: with the aim of keeping the cost of these services as low as possible, we are not in a position to execute any parts of individual action plans e.g. incorporating a company in a particular country, tax returns or ongoing book-keeping services. That said, we do hold a worldwide list of very reasonably priced and personally recommended professionals at your disposal who do provide such services.

If you’re working on a tight budget, as most location independent entrepreneurs are, you might well find that a cost effective alternative to an international tax attorney is for you to take advantage of a Freedom Financials Package and then engage the services of a trusted member of our network to execute your plan.

The Freedom Financials Whizz

Marion Harrington

Marion Harrington has lived a very varied and colorful 50 years and was originally educated as a classical clarinettist. In 2000 she retrained as a financial planner & launched her own company.

Get Started Now

If you’d like to get started with one of the Freedom Financial packages, please email us with the following information:

1. Your name
2. Your primary contact email
3. The package you require

Once we receive your email we’ll be in touch as soon as we can, to let you know whether we think we can help and what the next steps are.