Built around your needs

Connect the decisions before moving the assets.

  • Families moving while retaining income or assets in another country.
  • Owners coordinating business interests with a family relocation.
  • Families seeking a shared brief for their tax, legal and investment advisers.

What we coordinate

  • Map the countries connected with family members, income, entities and assets.
  • Create a question register for tax, ownership, reporting and succession advice.
  • Coordinate adviser meetings, information requests and decision dependencies.
  • Maintain a record of advice received, actions agreed and responsible professionals.

What to prepare

Begin with a short introduction. Detailed records are collected through the process agreed for the engagement.

  • Current and intended residence locations and travel patterns.
  • A high-level schedule of income, assets and ownership structures.
  • Existing professional advisers and significant transaction dates.

What you receive

  • A cross-border issue map and adviser briefing pack.
  • A coordinated action register with owners and target dates.
  • A record of decisions and outstanding professional questions.
  • A periodic review schedule aligned with the residence plan.

How the service works

  1. 01

    Map the position

    Understand the people, jurisdictions, structures and intended changes.

  2. 02

    Frame the questions

    Separate factual preparation from the legal, tax and investment judgements required.

  3. 03

    Coordinate the advice

    Connect the appropriate advisers and track dependencies between their recommendations.

  4. 04

    Maintain the record

    Update the action register when circumstances or professional advice changes.

Questions, answered.

Does an immigration visa determine tax residence?

Not by itself. Tax residence depends on the applicable rules and facts, which a qualified tax adviser must assess separately.

Will WG provide tax returns or investment advice?

This service is coordination. Tax filings, legal opinions and regulated investment advice are provided by the relevant professionals under their own agreed responsibilities.

Can we keep our existing advisers?

Yes. The coordination plan can bring existing advisers together and identify any additional destination expertise needed.

Do we need to upload account statements in the enquiry form?

No. Use a high-level description initially. Detailed records are requested only through a separately agreed process.

Scope & professional responsibilities

WG does not use an immigration assessment as a substitute for tax, legal or regulated investment advice.

The engagement sets out deliverables, responsibilities, third-party involvement, fees and milestones before work begins.