Jackson Tax Stack

Reserved for Clients facing a $5m+ Potential Capital Gain Position

Annual realised gains (USD) Country (auto baseline)

Baseline rate is set by country (not editable).

Detail year (itemised view)

Baseline rate: 28%

Structure rate: 0.5%

Setup: $100,000

Annual (per year): $50,000

Tax cost comparison over time

Blue = cumulative baseline tax • Green = cumulative structured cost (tax + fees) • Orange = cumulative actual tax paid inside structure.

Your Potential Savings

$—

Compared with baseline tax scenario over selected horizon.

That’s the power of The Jackson Tax Stack — converting structure into retained wealth.

Itemised breakdown — Year 1

For this year

Baseline tax (annual)$—

Structure tax (annual)$—

Annual admin cost$50,000

One-time fees (applied when structure starts)

Setup$100,000

Relocation$20,000

Cumulative totals up to Year 1

Baseline tax (cumulative)$—

Actual tax paid (cumulative)$—

Fees (cumulative)$—

All-in (cumulative)$—

Year-by-year (cumulative)

Year	Baseline tax	Actual tax paid	Fees (setup+reloc+annual)	All-in (tax + fees)

Assumes constant annual realised gain each year. Fees are counted as setup+relocation in year 1, then annual costs each year.