Global Guide on International Relocation and Tax Planning for High-Net-Worth Individuals Officially Launches

Aird & Berlis is pleased to announce the official release of International Relocation and Tax Planning for High-Net-Worth Individuals: A Legal and Lifestyle Guide for Clients and Their Advisors, published by Wolters Kluwer.

The publication was edited by Jack Bernstein, senior tax partner and Co-Leader of the Tax Group at Aird & Berlis, and brings together contributions from leading practitioners across 48 jurisdictions. It provides a comprehensive framework for evaluating the legal, tax, immigration, wealth management and lifestyle considerations involved in international relocation.

For high-net-worth individuals, international relocation is never just a change of address. It is a strategic decision with legal, tax, wealth management, immigration, estate, family and lifestyle consequences. Whether relocating for business, family, retirement, investment or lifestyle reasons, the decisions made before a move can have significant long-term implications.

The book is the only publication of its kind to examine departure tax across 16 jurisdictions, including U.S. expatriation, provide a comparative analysis of 35 relocation destinations and address strategic residency and citizenship planning. It is designed to help high-net-worth individuals and their advisors identify key issues early, coordinate planning across disciplines and make informed cross-border decisions with confidence.

Key themes explored throughout the guide include:

• tax residency and departure planning;
• international relocation strategies;
• immigration and citizenship pathways;
• wealth preservation and estate planning;
• family governance and succession; and
• choosing the right jurisdiction for long-term objectives.
  

Order your copy: International Relocation and Tax Planning for High-Net-Worth Individuals: A Legal and Lifestyle Guide for Clients and Their Advisors

The book is now available directly through Wolters Kluwer and shipped in accordance with the publisher’s distribution schedule. The e-book edition will be available separately through major publishers, distributors and online retailers at a later date.

Use promo code: “AUTHORVIP” to receive 20% off purchases made through the official Wolters Kluwer website. The discount applies only to purchases through the official Wolters Kluwer store and does not apply through third-party retailers.

To coincide with the book launch, Aird & Berlis and contributing authors are hosting a series of webinars exploring key themes from the publication. Click here to join the Insiders List to receive future webinar announcements.

This publication would not have been possible without the contributions of the authors and firms from 48 jurisdictions around the world. On behalf of the editorial team, we extend our sincere thanks to all contributors for sharing their expertise and helping create a truly global resource for high-net-worth individuals, family offices and professional advisors. Their collective efforts have helped produce one of the most comprehensive comparative resources available on international relocation and cross-border planning.