Why plan again after immigrating?
A new status can change your tax residence, reporting obligations and how your wealth passes on. A structure that suited you before may not suit your new situation.
Four areas to review
- Tax: how the new country taxes income, dividends and capital gains; whether overseas accounts must be reported.
- Asset allocation: whether your portfolio still fits, and whether its currency and regional mix need adjusting.
- Succession: whether wills, trusts and family office structures meet the legal requirements of your new status.
- Children: education funding, school choices and buying property there later.
Timing, before and after
- Before immigrating: review your asset structure and tax impact, ideally before your status takes effect.
- When your status is granted: update account details and reporting.
- After moving: review investments and succession regularly.
GI Group’s one-stop service
Beyond immigration, GI Group can handle tax planning, asset management and wealth succession, overseas education and overseas property together — so your status, wealth and next generation are planned as one.