Citizenship
Hello, dear user!
For the advisor to prepare for the consultation, we would like to ask you some details about your personal situation.
We would need the following:
-- any relevant info about your current or planned tax residency (citizenship, residence permits, travel details),
-- your current and planned assets
-- your current and planned income sources
The more details you provide, the easier would be for advisor to evaluate complexity of your case.
Two important notes:
1) We value privacy of your sensitive data, so we only share anonymized info.
2) Any sensitive numbers (e.g. annual salary) that we ask could be skipped, but better to provide in rough estimates.
For instance, it's important to distinguish between $10,000 and $100,000 income, but it's not as critical to specify exact amount of $115,000. There could be different tax treatments and proposed solution for different income sizes.
Let's begin!
First question -- please tell us your citizenship.