Tax equalisation policy

We can help you establish or evaluate your tax equalisation policy to reduce the potential for disagreements about what tax equalisation means, what elements of income are equalised and on what basis calculations are completed.

In addition, we can also help you develop or refine a robust hypothetical withholding policy to ensure that this will be a reasonable estimate of the final liability for the assignee and to avoid situations arising where significant amounts may be due to or from you when the equalisation reconciliation is completed. We can help you estimate appropriate withholding rates to ensure the maximum effectiveness of your policy.

If you would like an initial consultation, please call or email Alison Asher.

Back to policy design