Objectives & timing
Priority objectives, intended timing, unacceptable constraints and plans for other family members.
PRIVATE CLIENT
Tax & compliance coordination
Record nationality, immigration status, actual presence, income sources and company activity separately. Use those facts with relevant tax professionals to review residence, reporting and ongoing obligations. A visa alone does not establish a tax outcome.
Prepare three lists
Jurisdictions involved
Locations of life, work, business and assets, plus existing professional advice. Sensitive documents are not needed for the first conversation.
Scope & responsibility
Confirm providers, required qualifications, deliverables, fees and secure communication in writing. Website descriptions do not guarantee an outcome.