Tax Residency

Tax residency is the foundation.
Everything else follows from it.

Where you are tax resident affects more than where you file a return. It shapes how personal income, gains, companies, banking and relocation decisions are reviewed.

Tax residencyPersonCompanyBankingPropertyJurisdiction
Route logic

Start with the facts, then choose the route

A credible tax residency plan starts with fit, not a preferred country. The first question is whether your life, income, assets and company structure are flexible enough for a new jurisdictional base. Day count matters, but only after the wider fact pattern is clear.

  1. 01

    Is your life and income actually portable?

    Assess whether your work, company, investments or asset base are still tied to one country, or whether a new jurisdictional base could realistically fit how you live and operate.

  2. 02

    What type of income or wealth needs structuring?

    Salary, dividends, crypto or token gains, business income, investment returns and property income can point to different residency, reporting and timing issues.

  3. 03

    What could still anchor you elsewhere?

    Map the ties that may keep you connected to an existing jurisdiction: home, family base, day count, current tax residency, company management, banking, citizenship or other legal ties. If you have chosen a new base, these anchors may need to be reduced, cut or documented so the new position can hold up credibly.

  4. 04

    What kind of base do you need?

    Some clients need low-tax personal residency. Others need EU access, family relocation, company substance, banking credibility, property planning or long-term optionality.

  5. 05

    Which jurisdiction can support the structure credibly?

    Shortlist routes that match the facts without creating unnecessary tax, banking, substance or compliance risk.

Diagnostic note

A route is only useful if it fits the facts. Use the Fit Calculator to compare practical options before booking a review.

Open the Fit Calculator →
Clear definitions

Separate the concepts before choosing a route.

01

Citizenship

Nationality and passport status. It does not decide where you live or pay tax.

02

Residence permit

Permission to live in a country. It may not automatically create tax residency.

03

Tax residency

Where your personal tax position and reporting obligations are assessed.

04

Company residency and substance

Where management, control, people and activity support the company position.

Client situations

Moments when tax residency matters

The question usually becomes urgent around a concrete event: a move, an exit, token liquidity, company management, a property purchase or a family relocation.

01

Crypto or token gains

Review residence, timing, vesting, DeFi income and documentation before disposal or liquidity.

02

Leaving a high-tax country

Check day count, exit rules, source-of-wealth records and continuing ties before the move.

03

Portable income

Consulting, advisory, creator and cross-border service income needs a defensible operating base.

04

Company across borders

Align founder residence, management, substance, banking and invoicing into one coherent story.

05

Property or residency purchase

Assess whether property supports the route without distorting the tax, banking or family plan.

06

European family base

Balance schooling, healthcare, mobility, safety and permit stability alongside tax residence.

Not sure which route fits?

Use the Prime Residency Fit Calculator to compare leading routes before booking a private review.

Check your residency fit →
How we help

Advisory value before decisions become commitments.

Map the fact pattern

Residency history, days, homes, income streams, assets, family needs and banking relationships.

Identify personal and company conflicts

Test how personal residence interacts with management, substance, counterparties and invoicing.

Flag crypto and token issues

Surface token gains, vesting, DeFi activity, treasury holdings and documentation points for specialist advice.

Compare jurisdictions

Assess suitable routes by practical fit, credibility and trade-offs rather than headline tax claims.

Coordinate property and family needs

Connect residence planning with property strategy, schooling, healthcare and permit stability where relevant.

Involve qualified specialists

Bring in tax, legal and regulated professionals when jurisdiction-specific advice or filings are required.

Need to clarify your tax residency position?

Map the facts, compare routes and understand where specialist advice is needed before decisions become expensive.