Tax & Wealth Structuring

Tax planning that runs alongside the migration step, not after it.

Most cross-border tax planning fails when it’s done after the residence application, not before. The change in tax residency triggers entry-tax events in the new jurisdiction and exit-tax events in the old one — and most of these events are fixed at the moment of move, not at the moment of intention.

Through specialist tax counsel in each of our active jurisdictions, we coordinate residency-tax planning, holding-structure advice, and pre-immigration wealth structuring before, during, and after the migration step.

What we coordinate

• Pre-immigration tax planning — structure review and pre-move asset positioning
• Tax residency analysis — multi-jurisdiction residency tests and Treaty tie-breaker reviews
• Lump-sum and remittance regimes — eligibility advice for Switzerland, Italy, Cyprus non-dom, UK FIG (where available), Greece non-dom
• Trust and holding-company structures — coordinated with the chosen residence jurisdiction’s tax rules
• Reporting and compliance — CRS, FATCA, country-specific FBAR-equivalent obligations

How we work with partner specialists

Tax counsel is engaged on your file under separate engagement letters with our partner firms. We coordinate, attend, and translate — we do not provide regulated tax advice ourselves. Where a client already has trusted tax counsel, we work alongside them.