The process
A plan you could hand to a lawyer and a bank.
A blueprint is a written document, not a conversation. It states the recommended route, the order of operations, the documents each step requires, the cost at each stage, and the decision points that would change the recommendation. Everything below describes how it gets produced.
The premise, restated
Why sequencing beats selection.
A move across borders touches four systems that each run on their own calendar and each have their own definition of you: immigration, tax residency, banking, and corporate residence. None of them consult the others. Your tax residency can begin in a month when your visa is still pending. Your company can become tax resident somewhere before its director has set foot there. Nobody notifies you when it happens.
The transition year is where this concentrates. Acquire residency in the new country before ending residence in the old one and you can spend a calendar year resident in both — with both authorities entitled to treat you as such. Treaties resolve double taxation through tie-breaker rules, but they do not resolve double filing, and the tie-breaker often points backwards if you keep a home available in the country you thought you left.
A typical transition year
Illustrative only. Actual sequencing depends on your citizenship, family structure, income sources and both jurisdictions' rules.
Engagement model
Five phases.
Discovery
A structured assessment of your citizenship, family, income sources, business interests, timeline and what you actually want the move to change.
Modelling
We model two to four viable pathways side by side — cost, timeline, presence requirements, tax exposure and risk of programme change.
The Blueprint
A written plan: the recommended route, the order of operations, document requirements, and the decision points that could change it.
Execution
Coordination with licensed local counsel, tax advisers, bankers and immigration professionals in each jurisdiction. We manage the sequence, not the filings.
Maintenance
Renewals, presence-day tracking, and annual review of whether the plan still matches your circumstances and the law.
Advisory areas
What the blueprint covers.
Residency
A legal right to live somewhere is the foundation of every other decision. We start there.
Residency determines where you are taxed, where your family can enrol in school, and which bank will open an account for you. It is the load-bearing wall of an international plan, and it is usually the element people decide last.
We map the routes that actually fit your circumstances — employment, passive income, pension, investment, digital business, study, family reunification — and then test each one against the part most guides ignore: what happens in year three, when renewal, physical-presence and tax-residency tests all apply at once.
Citizenship
Before anything is bought, we check whether a citizenship is already in the family. It is the cheapest route in the field and the one most often missed.
Citizenship by descent comes first, always. Across Europe an ancestor’s birthplace or naturalisation date frequently entitles you — and your children — to a passport that requires no investment, no residency and no ongoing presence. Ireland, Italy, Germany, Poland, Hungary, Portugal and a dozen other registers are open to people who have never considered themselves European. Nothing about that route has a sales team behind it, which is precisely why so many people pay for something they did not need.
Where descent is closed, the alternatives are naturalisation through residency, and direct investment or exceptional-grant routes. These behave very differently on cost, timeline, due diligence and whether your family is included — and they should only ever be considered once the descent question has been answered properly.
Our work here is candid: several prominent programmes have closed, been repriced, or tightened residency requirements in the last few years, and the marketing around them has not always kept up. We tell you which routes are open, which are politically exposed to change, and what the realistic processing horizon looks like.
Tax & Structuring
Where you are tax resident, and in what order you fix it, is worth more than any structure.
Most of the value sits in sequencing. Becoming resident in a new country before ending residence in the old one can create a year of dual residence and unnecessary exposure. Getting the order right is free. Getting it wrong is not.
We coordinate the residency and corporate questions that touch each other: non-domicile regimes, remittance versus arising basis, territorial systems, exit taxes, treaty tie-breakers, and the reporting you owe in the country you left. We do not file returns — we make sure the plan you are given by your tax adviser holds together across borders.
Business Relocation
Moving the company is often harder than moving the person, and it is where plans break.
Substance rules, permanent-establishment risk, transfer pricing, banking access and payment processing all follow a business across a border — usually later than anyone expects. A company that is perfectly legal to incorporate can be effectively unbankable once you move it.
We work through entity placement, local substance requirements, director residency, and the banking and processor question before incorporation, so the structure you register is one you can actually operate.
Asset Diversification
Legal residency and financial concentration are separate risks. Plans should address both.
Currency, custodian and jurisdiction concentration are risks that a residency change does not fix on its own. A plan that moves you abroad while leaving every account in one country has solved half a problem.
We help clients think through custody diversification, reporting obligations, real-asset exposure and the practical matter of holding accounts in jurisdictions where their new residency is recognised rather than questioned.
Family & Lifestyle
Schools, healthcare, and whether your family will actually be happy there.
A jurisdiction that scores well on tax can fail badly on schooling, language, healthcare access, or the simple question of whether your spouse wants to live there. Those are not soft considerations — they determine whether the plan survives contact with real life.
We include schooling pathways, healthcare eligibility and the practical residency calendar — how many days you must actually be present, and what that means for the rest of your life.
What you receive
The deliverable.
Questions
Before you engage.
Next step
Start with the assessment, not the application.
A fixed-fee assessment reviews your citizenship, family, income sources and timeline, and tells you which two or three routes are actually viable — before you spend anything on an application.