Choosing the right country is the part that gets discussed at dinner parties. Executing the move — exiting your current tax authority cleanly, qualifying for the new program, opening compliant banking, restructuring your company, and surviving your first cross-border tax year without a dual-residency problem — is the part that determines whether the strategy actually works. We are a specialised advisory firm built around the second piece. Three core service tracks cover the full project, from the first jurisdiction-fit conversation to the day your new tax certificate is issued and your old domicile is closed.
Every engagement starts the same way: a free 30-minute review of your situation, your income mix, your home-country exit rules, and your timeline. From there we recommend one of the three tracks below, or a combined scope.
What We Do
Three tightly-scoped services, each priced and delivered as a defined package. You can engage them individually or in sequence — most clients use all three across a 12–18 month relocation.
- Tax Residency Consulting — Strategic jurisdiction selection, exit-tax modelling, and a written residency plan for your specific income profile and family situation.
- Residency Application Assistance — Hands-on filing for the program you have chosen: document preparation, government liaison, in-country logistics, biometric appointments, and follow-through to issued residency card.
- Business Relocation & Setup — Corporate redomiciliation or new company formation, banking introductions, accounting setup, employment-of-record arrangements, and substance compliance for the new jurisdiction.
We do not act as a CBI marketplace, an immigration mill, or a tax-haven secrecy provider. Every plan we draft is designed to hold up to scrutiny from your home tax authority and to function under the Common Reporting Standard (CRS) information-exchange framework that now covers more than 110 jurisdictions. If a strategy depends on hiding accounts, we will not run it.
Our Process
A typical full engagement runs five phases over 9–18 months, depending on the country and program.
- Discovery (Week 1–2) — Free 30-minute call followed by a paid two-hour deep-dive. We map your current tax exposure, your income mix (active/passive/capital gains/crypto), your family situation, and your home-country exit rules. Output: a one-page situation summary.
- Jurisdiction strategy (Week 3–6) — We compare three to five candidate jurisdictions against your goals using our internal scoring across tax treatment, day-count requirements, banking quality, treaty network, family rules, and citizenship pathway. Output: a written residency plan recommending one primary and one fallback jurisdiction.
- Application & filing (Month 2–9) — Full document preparation, apostille and translation handling, government submissions, and accompanied appointments where required. We coordinate with local lawyers in-country and stay on the file until your residency permit is in hand.
- Banking & corporate setup (Month 6–12) — Personal account opening with introductions to compliant tier-1 banks in the new jurisdiction. Where business is in scope, company formation, accounting onboarding, and substance setup (real office, real local hire, real director presence where the program demands it).
- Exit & first-year compliance (Month 9–18) — Coordinated exit from your previous country: deregistration, exit-tax filing, final residency-cert issuance in the new jurisdiction, and a written first-year compliance calendar. We hand off to a long-term local accountant at the end of year one.
The phases are not always linear — for clients on a tight CRS deadline or an active home-country audit, we run jurisdiction strategy and application filing in parallel to compress the timeline.
Who This Service Is For
Our work has a specific shape. We are most effective for the four profiles below, all of which we cover in dedicated persona pages — and least useful for clients seeking a citizenship-by-investment passport with no real relocation, or those whose home country has not yet allowed a clean exit.
Profile 1: HNW entrepreneurs and business owners
Founders selling a business, relocating an active company, or moving their personal residency ahead of a future exit event. Typical income mix: salary plus dividends plus capital gains. Typical move: France, Germany, the UK, the Netherlands, the Nordics, or a US state without departure problems → UAE, Italy €300K, Cyprus, Switzerland, or Singapore. See For Entrepreneurs.
Profile 2: Remote workers and digital nomads
Self-employed consultants, agency owners, and salaried remote employees earning $80K–$300K. Typical move: high-tax EU country → Georgia, Bulgaria, Portugal IFICI (if eligible), Thailand LTR, or Malta non-dom. See For Digital Nomads.
Profile 3: Retirees and passive-income earners
Pensioners, dividend earners, and rental-income owners protecting retirement income from home-country taxation. Typical move: UK, Canada, Northern EU → Portugal D7, Costa Rica Pensionado, Panama, Paraguay, Malaysia MM2H, or Uruguay. See For Retirees.
Profile 4: Crypto founders and Web3 builders
Founders, traders, and DAO contributors managing volatile capital gains and on-chain income. Typical move: US, UK, Australia → UAE, Cayman, BVI, Cyprus 8% crypto, or Vanuatu. See For Crypto Founders.
If you are a non-dom in a country that has just announced reform (UK 2025, Cyprus 2026), an Italian flat-tax candidate evaluating the post-2024 €200K → €300K change, or a US person whose only realistic path is Puerto Rico Act 60, we can still help — but the engagement looks different and we will tell you so on the first call.
Pricing & Engagement Model
We bill on fixed-fee scopes, not hours. The numbers below are typical ranges for a single individual or couple — large families, complex corporate structures, or simultaneous multi-jurisdiction work move them up.
| Service | Typical fee range (EUR) | Timeline |
|---|---|---|
| Initial 30-minute consultation | Free | Same week |
| Two-hour discovery deep-dive | €450 | Week 1 |
| Jurisdiction strategy report | €2,500 – €4,500 | 2–4 weeks |
| Residency application (per person) | €4,000 – €12,000 + government fees | 3–9 months |
| Business relocation (company + banking) | €6,000 – €18,000 + government fees | 3–6 months |
| Full end-to-end (all three tracks) | €12,000 – €30,000 + government fees | 9–18 months |
Government fees, golden-visa investment requirements (e.g. the €250K Greek property minimum or the €300K Italian flat-tax annual fee), legal apostille costs, and third-party tax filings are billed at cost on top of advisory fees.
We do not take referral commissions from real estate brokers, golden-visa fund managers, or banks. Our advice is the product, and our compensation is from you only — that is what keeps the recommendations honest.
Frequently Asked Questions
Do I have to engage all three services?
No. About a third of clients only engage the strategy phase — they take the written plan and execute it themselves with local counsel. Another third do strategy plus application but handle the corporate move separately. The rest run the full three-track engagement.
How quickly can I become tax-resident in a new country?
The fastest realistic timelines are Paraguay (2–4 months for permanent residency), the UAE (1–3 months for a freezone investor or employment visa), and Georgia (instant on entry as a tourist; tax residency confirmed after 183 days or via the High Net Worth program). Italy, Cyprus, Portugal, and Switzerland take 4–9 months from filing. See the 183-day rule explained for why timing your move date matters as much as filing speed.
Can you help me exit my current country?
Yes — exit planning is one of the most overlooked parts of a relocation. We coordinate with tax counsel in your home country (we do not file your home-country returns ourselves) on exit-tax exposure, deemed-disposal rules, departure declarations, and the timing of your final tax year. The goal is not to maximise stay-of-residency days; it is to leave on a date that produces the cleanest break.
Is what you do legal under CRS and FATCA?
Yes. Every program we recommend is a public, government-sponsored residency or tax regime. CRS reporting will follow your accounts to your new country of residence once you are correctly registered there — it does not stop the strategy from working, but it does mean your home-country tax authority will know where you went. The strategy’s value is the lower or zero tax rate in the new jurisdiction, not secrecy. Read our CRS guide for detail.
What if I am a US citizen?
US citizens are taxed on worldwide income regardless of residency, so a tax-free residency move alone does not eliminate US tax. The realistic options are: Puerto Rico Act 60 (US territory, retains US citizenship, requires real residency), expatriation under section 877A (renouncing US citizenship, with exit-tax implications), or relocating for non-tax reasons while continuing to file in the US. We work with US persons but always in coordination with a US tax attorney — our scope is the foreign jurisdiction side of the planning.
What does the “free 30-minute consultation” actually cover?
A real situational triage, not a sales call. We will ask about your residency today, your income sources, your family, your timeline, and the two or three jurisdictions you are already considering — and tell you whether the case is straightforward, whether a paid scope makes sense, or whether you should talk to someone else (some cases are clearer with a tax attorney first, before any residency work). About one in five calls ends with us recommending the prospect not engage us. That is by design.
Ready to Get Started?
Pick the entry point that matches where you are.
- Not sure which country fits → start with Tax Residency Consulting.
- Country picked, just need filing help → go to Residency Application Assistance.
- Moving the company too → see Business Relocation & Setup.
- Want a 30-minute conversation first → Book a free consultation.
Last updated: 2026-04-26
Sources:
– OECD — Common Reporting Standard implementation status (oecd.org/tax/automatic-exchange)
– PwC Worldwide Tax Summaries — jurisdictional tax-residency rules (taxsummaries.pwc.com)
– Henley & Partners — global residency and citizenship program directory
– European Commission — Country-by-country tax residency frameworks (taxation-customs.ec.europa.eu)