Why it Matters
Changing country or residency alters eligibility, reporting, tax treatment and product rules. The wrong sequence can create unnecessary tax, locked or ineligible assets, and operational headaches. Getting the order right protects performance, liquidity and compliance.
Aventis Cross-Border Expertise
Aventis specialises in clients with international footprints. Our advisers build plans that work across jurisdictions and we coordinate a trusted network of tax advisers, trustees, custodians and discretionary managers so implementation is smooth. Strategy, structuring and underlying portfolios are designed together to aim for the best possible outcome within local rules.
What We Do
Map the from-to path including residency timelines, treaty considerations and product eligibility
Design the account and wrapper architecture suitable for current and future residency
Plan funding and drawdown order to control lifetime tax drag
Reshape the portfolio for currency, withholding and market access in the destination country
Sequence transitions and transfers to reduce disruption and frictional costs
Coordinate local specialists for executional tax work and entity administration
Track filings, withholding and documentation requirements with a dated checklist
Typical Scenarios We Handle
Relocating professionals with pensions, ISAs and other European structures, brokerage and employer stock
Families using companies, trusts or foundations across more than one country
Business owners selling or listing and then moving jurisdiction
Students or retirees shifting tax residency while keeping multi-currency income needs
Returning citizens with legacy offshore or insurance-based structures
Outputs You Receive
Country-by-country do and don’t list tailored to your profile
Clean-down plan for assets that become ineligible or inefficient
Account and wrapper map showing owners, beneficiaries and jurisdictions
Contribution and drawdown policy with currency instructions
Implementation timeline with named contacts and responsibilities
Document pack list for onboarding, tax and compliance
1
Our Partner Network
A curated panel of destination-country tax advisers, trustees, company administrators, private-bank custodians and DFMs. We match partners to your language, budget and complexity, and we negotiate to keep total client cost competitive.
2
Governance and Reporting
Your Investment Policy Statement captures residency assumptions, currency bands, rebalancing rules and any restrictions. Quarterly review packs include performance, risk, costs and a change log. Cross-border checklists are refreshed after residency changes or major events.
3
Important
This page is general information, not legal or tax advice. Availability of wrappers, products and tax treatments is jurisdiction-specific. Executional tax work is performed by licensed professionals; Aventis coordinates strategy and implementation with them.