Map of personal circumstances
Determining the content of the block "Map of personal circumstances": we record the initial data, applicability criteria, external procedures and connections with other parts of the problem.
Meridian Private Advisory Service
Tax residence
We preliminarily agree on the days of stay, center of vital interests, companies, income and assets before changing countries.
Diagnostics
Scenarios
Risk check
Implementation
Escort
Scope of work
Scope of work according to your request
We fix the goal and restrictions, check the applicability of solutions and take into account their impact on personal status, taxes, banks, business and assets.
Companies, income and assets
In the direction "Companies, income and assets" We compare the calendar, revenues, companies, reporting and obligations in the affected jurisdictions.
Risks of dual residency
For the block "Risks of dual residency" We check the grounds, rights, mandatory confirmations, conditions for maintaining and extending the status.
Result
Practical outcome
The composition of the result depends on the initial situation, but always includes a practical procedure and areas of responsibility.
Preliminary risk map
"Preliminary risk map" collates options, key differences, limitations and selection criteria.
Status change scenarios
"Status change scenarios" provides unified task control, up-to-date information and a clear next step.
Coordination of tax consultants
"Coordination of tax consultants” means managing communication, deadlines and the work of specialized specialists until the agreed stage.
How the engagement begins
A brief initial context is enough
The first step does not require sensitive documents. It is enough to describe the goal, the current situation, countries of interest and the desired time frame.
- Closed conversation
We clarify the task, participants, deadlines and restrictions.
- Preliminary architecture
We identify scenarios, risks and specialists who will need to be involved.
- Implementation plan
We record the stages, documents, responsibilities and the next practical step.
Confidential enquiry
Discuss your situation
Describe the general context without sensitive data. We come back with clarifying questions and suggest the next step.
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