Frequently asked questions

Absolutely not. Everything we do is by the book. Every program we offer is a legal route run by the government of that country, and we follow its rules and the rules of your home country. The licensed accountants and lawyers in our local team file everything properly and plan each step with care, so nothing comes back to bite you years later. We never use risky or grey area tactics, and we never help anyone hide money or hide who owns what. If you genuinely move and change your tax residency, we make sure it is done correctly and on the record. We are the straight arrows of this industry, and proud of it. What we give you and your family is more choice: somewhere else to live, bank and do business, a second passport your children and grandchildren can inherit, and a plan that keeps working if one country takes a wrong turn.

Citizenship is nationality: you hold the passport for life and can usually pass it to your children. Residency is permission to live in a country, with conditions such as renewals or minimum stays. Some residencies lead to citizenship after years of genuine residence; others never do.

A handful of countries grant citizenship to people who make a qualifying investment or contribution, such as a donation to a national fund or a property purchase, after thorough background checks. It is legal, run by the governments themselves, and usually takes months rather than years.

Tax residency is where you are treated as living for tax purposes. It is separate from your passport and is usually decided by where you spend your time and where your life is based. Changing it lawfully normally means genuinely moving, not just holding a residence card.

A territorial system only taxes income earned inside that country. Income from abroad is generally left alone. Paraguay, Panama and Georgia work this way, which is why they appeal to people who earn internationally.

Choosing where your companies are set up and how they connect to each other, to you and to your bank accounts. A good structure fits where you live, keeps you compliant everywhere you operate, and makes your affairs simpler rather than more complicated.

A second residency or passport, ready to use if circumstances at home change. You may never need it, but it means you have somewhere to go and the right to live there, arranged calmly rather than in a hurry.

Often, but it depends on your home country. Many countries allow dual citizenship, while some require you to give up your original nationality when you take another. We check your position before you apply for anything.

An international stamp that makes an official document, such as a birth certificate, valid in another country. Most programs require apostilled documents, often with certified translations. We arrange both.

It depends on what you want: a lower tax home, a Plan B, a second passport or a base for your business, plus your budget, family and timeline. The free 15 minute call is designed to work this out and point you to the programs that genuinely fit.

Yes. Residency in Paraguay and Uruguay needs no investment, the UAE company route has no minimum investment, and Panama’s pension route needs a pension rather than an investment. Other programs, especially citizenship by investment, start from a set minimum. Every program page shows the entry level investment.

It varies. Some programs need no visits at all, some need occasional visits, and some only lead to citizenship if you genuinely live there. Each program page sets out the presence rules clearly.

Usually, but the rules differ. Ages, dependency and documents vary by program, and each family member adds fees. Every program page lists who can be included.

Yes, and many clients do: for example a residency for tax purposes plus a second passport for travel and security. Combining them in the right order is exactly what the strategy session is for.

Yes. It is a 15 minute call to understand what you want, your budget and your timeline, and which services you need, so we can send you a fixed fee quote in writing. No cost and no obligation.

The free call is a short conversation to understand your goals and quote you. The strategy session is a 60 minute private advisory session with Jeremy: an in depth look at your situation and the programs you are weighing up, followed by a written report with clear next steps.

No. Most clients with a clear goal go straight from the free call to a quote. The session is for people weighing several countries, a family move, company structures or significant assets.

The full US$500 comes off any service you go ahead with, so for clients who proceed the session effectively costs nothing.

Yes. You can reschedule from your booking confirmation, and you receive a full refund if you cancel at least two business days before the session.

By Google Meet video call. The link is in your booking confirmation email.

For the free call, just know roughly what you want to achieve. For the strategy session, fill in the short questions when you book: your citizenships, where you live, how you earn and who is coming with you. The more we know, the more useful the hour.

Every program has an entry level investment, then government fees, background checks, translations and our fee on top, plus extra for each family member. We send you the full number in writing before you spend anything.

The first 15 minute call is free. The optional strategy session is US$500, credited against any service. After that, one fixed fee per engagement, quoted in writing.

No. Our fee is fixed and agreed in writing. It does not change with the size of your investment.

Our professional fee for the agreed scope, the government and third party costs we know about, the qualifying investment and the expected timeline. If something outside the agreed scope comes up later, we tell you before any extra cost is incurred.

From a few weeks to over a year, depending on the program. Each program page shows a realistic timeline, and your quote includes the expected timeline for your case.

Our local team of licensed lawyers or authorised agents in that country. They give the local legal advice and file on your behalf; we manage the process and keep you informed.

Usually a passport, birth certificate, police clearance and proof of funds or income, apostilled and translated where required. We do not just send you a list: we assist you in obtaining each document, have it apostilled and translated, and review everything before it is filed.

For some programs, yes, usually for biometrics or an appointment. Others can be completed without visiting. We plan any trips so they are as short as possible.

No one honestly can. Approval rests with the government. What we can do is prepare a clean, complete application and tell you upfront if we see anything that could cause a problem.

Tell us as soon as it does. We review what it means for your application and your plan, and adjust before it becomes a problem.

Yes. Our local team handles the practical steps once you are approved: your local ID and tax number, converting or getting a driver’s licence, farm and land registrations, business and trade licences, the renewals that keep them current, and even the documentation for a firearms licence where the law allows it. See Settling in.

We run the whole process for you, and where a legal or tax opinion is needed our local team of licensed lawyers and accountants in that country provides it. The final decision on any application is always the government’s.

It can, but only if you genuinely become a tax resident there and your old country no longer treats you as a resident. Your citizenship and the rules of the country you leave still matter, so the licensed tax advisers in our local team confirm your position before you rely on it.

Yes. The United States taxes its citizens wherever they live, so a new residency alone does not end US tax. Rules such as the Foreign Earned Income Exclusion can reduce it while you live abroad. Every American client has the licensed US tax professionals in our team on their case.

Yes. International banking is one of our services, from everyday accounts to private banking introductions, matched to where you live and how you earn. See International banking.

Yes. The licensed accountants in our local team prepare and file your personal tax returns and your companies’ annual returns, accounts and bookkeeping in the countries we work in, and track every deadline, so you stay fully compliant year after year. See Settling in.

Yes. Our clients come from all over the world. Some programs restrict certain nationalities, and we tell you on the first call if that affects you.

Your plans are your business. We share your details only with the professionals handling your case, and we never name our clients.

Our team speaks English, Spanish, Portuguese, French and Swedish. Our local teams work in the language of each country, and we arrange certified translations wherever they are needed.

Book a free 15 minute call, or send us a message through the contact page and we will get back to you within one business day.