The risks that don't make headlines.

The most expensive tax changes for HNWIs are rarely the ones in the news. They're the technical amendments, anti-avoidance rules, and reporting expansions that quietly redefine what's compliant.

A holding-company jurisdiction tightened economic substance rules and your structure no longer qualifies.

An exit-tax expansion in your home country narrowed the window to relocate cleanly.

Trust reporting rules expanded under DAC8 / CARF, and the new disclosures weren't on anyone's radar.

A treaty MLI update changed the withholding rate on cross-border dividend flows from your investment company.

Coverage as broad and granular as your structure.

Heed maps the jurisdictions, entities and asset classes that matter to you, then watches them with the same depth your tax counsel would, if they had unlimited time.

Every jurisdiction in your structure

multiple jurisdictions, including sub-national rates for US states, Swiss cantons, Canadian provinces and Spanish autonomies.

Entity, trust and holding rules

Substance, CFC, anti-hybrid, beneficial-ownership and trust reporting changes wherever your structures sit.

Exit taxes and relocation windows

Exit-tax proposals, lock-in periods and pre-arrival regimes that determine the cost of moving, or staying.

Asset-class-specific rules

Capital gains, dividends, crypto, real estate, art and collectibles, tracked at the level of detail that drives decisions.

What lands in your inbox

urgentSwitzerland · May 2026
Canton of Zug tightens lump-sum taxation eligibility
Minimum threshold raised; existing arrangements grandfathered for 5 years. Review before 2027 budget.
urgentNetherlands · Apr 2026
Box 3 wealth tax: actual-return regime confirmed
Notional yield replaced from 2027, review holding structures and unrealised gains exposure.
monitorCayman Islands · Mar 2026
Economic substance rules expanded to holding companies
Annual reporting obligations widened, relevant for any pure-equity holding entity in jurisdiction.
urgentSwitzerland · May 2026
Canton of Zug tightens lump-sum taxation eligibility
Minimum threshold raised; existing arrangements grandfathered for 5 years. Review before 2027 budget.
urgentNetherlands · Apr 2026
Box 3 wealth tax: actual-return regime confirmed
Notional yield replaced from 2027, review holding structures and unrealised gains exposure.
monitorCayman Islands · Mar 2026
Economic substance rules expanded to holding companies
Annual reporting obligations widened, relevant for any pure-equity holding entity in jurisdiction.

What HNWIs and family offices use Heed for.

Defending the existing structure

Catch substance, reporting and anti-avoidance changes the day they're proposed, not the day they apply.

Planning relocations and exits

Compare exit-tax exposure, pre-arrival regimes and lock-ins across destinations before legal hours start.

Briefing tax counsel in seconds

Walk into every advisor meeting already knowing which changes matter, with sourced citations to discuss.

We don't file your taxes. We make sure nothing surprises you.

Heed is a monitoring and intelligence platform. We don't prepare returns, give legal or tax advice, or replace your accountant. We give you and your advisors a head start on every rule change, threshold, and proposal that touches your setup, so the work you do together stays proactive instead of reactive.

Protect complex setups from quiet rule changes.