Wealth & Tax Mobility: Guides for Globally Mobile Families

Wealth and tax mobility is the planning that accompanies life, work and assets across borders. These guides are for internationally mobile families, investors and their advisers who need to distinguish legal residence from tax residence and understand how different jurisdictions treat income and property. The collection covers territorial taxation, flat-tax regimes, pre-immigration planning, cross-border banking, succession and compliance. It also compares destinations such as Singapore, Hong Kong, Dubai, Monaco, Switzerland, Italy and Greece. A move alone does not settle tax residence: domestic rules and reporting obligations matter. Our comparisons draw on figures and descriptions found in the individual guides, not a universal promise of tax savings. Start with the tax-residence explanations before reading the destination-specific articles. For banking and estate planning, use the dedicated guides to identify questions for professional advice. Tax rules change, so review the source article and current official guidance before acting on any figure.

Compare guides

Programme or topicMinimum investmentTimelineGuide
Monaco Residency in 2026Not listedNot listedRead guide
Offshore Bank Accounts in 2026: Legal Uses, Rules and Reporting$1 million to $5 millionNot listedRead guide
Pre-Immigration Tax Planning: What to Do Before You MoveNot listedNot listedRead guide
Spain Wealth Tax and Solidarity Levy (2026)Not listedNot listedRead guide
Switzerland Lump Sum Tax in 2026Not listedNot listedRead guide
Territorial Tax Countries in 2026: A ComparisonNot listedNot listedRead guide
Territorial vs Worldwide Taxation: A Practical Guide for the WealthyNot listedNot listedRead guide
UAE Tax Residency Certificate: 2026 RequirementsNot listedNot listedRead guide
UK Non-Dom Tax Exit Planning in 2026Not listedNot listedRead guide

All guides

39 published guides

Monaco

United Kingdom

Frequently asked questions

Is legal residence the same as tax residence?

No. Our tax residency versus legal residency guide explains the distinction and why a residence permit does not by itself determine tax treatment.

What is territorial taxation?

Territorial systems generally distinguish between domestic and foreign-source income. The treatment and remittance rules differ by country.

What does the 183-day rule mean?

It is one consideration discussed in our tax residence guide, not a universal test that replaces each country's rules.

Which destinations are compared?

The guides discuss places including Singapore, Hong Kong, Dubai, Monaco, Switzerland, Italy and Greece.

Where should planning begin before a move?

Start with the pre-immigration tax planning and tax residency guides, then check the destination-specific rules with qualified advisers.

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