International Tax Advisory Services
Instant.Tax provides tax planning and compliance services globally for individuals, families, and family offices.
Compliance with cross-border tax obligations requires careful planning, structuring, and management to mitigate double taxation. While specific tax structures may be favorable from a domiciled perspective, they may increase cross-border taxes and compliance requirements. Instant.Tax assists in navigating complexities via:
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Advising on optimal asset holding structures from a global tax perspective
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Preparing and filing annual tax returns across cross-border jurisdictions.
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Advising on tax compliance for non-US and non-EU based structures such as Trusts,Corporations and Self-Managed Superannuation Fund
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Advising on gift and estate tax considerations
International Relocation
Corporate executives and individuals embarking on an international relocation for business or personal reasons must consider the tax regimes of their home and host locations. Relocations may also increase employee tax compliance requirements, regardless of whether this is part of a secondment or flexible working arrangement.
Instant.Tax can assist with :
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Simplifying current business and personal investment structures
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The application of relevant tax treaties to mitigate double taxation
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Determining the optimal time to establish residency or domicile in a new country and
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Local and international employer tax and reporting obligations.
Multi-disciplinary insights into cross-border investments
Investment structures and transactions are often well suited to the tax regime of one country but may result in complex and potentially unintended tax implications in another. Tax rules are subject to frequent changes, and careful planning may be required as proposals are announced.
Instant.Tax can assist with:
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Retirement tax planning (e.g., 401(k), IRAs, SERP/SERA plans and Superannuation plans)
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Ownership structure planning for investments in real estate in multiple jurisdictions
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Capital gain, global estate exposure, and gift tax planning
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Providing a dual lens on your current and proposed US and Australian investments.
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Structuring and reporting of your US, EU, and domiciled holdings; and
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Guidance on the optimal choice of investment vehicle from a tax perspective.
US Voluntary Disclosure Program and Renunciation of US Citizenship or Green Card
For non-compliance with US tax filing and/or reporting obligations, you may be eligible to participate in the IRS Offshore Voluntary Disclosure Program. Instant.Tax can assist you with meeting your US compliance obligations through the Streamlined Filing Compliance Procedures.
Where you want to renounce your US Citizenship or Green Card, we can help you with the associated tax filing and reporting requirements and the ‘Exit Tax’ considerations required before making a decision to renounce. Suppose you are considering renouncing your US Citizenship or Green Card, Instant.Tax can assist with the associated tax filing and ‘Exit Tax’ rules.
Instant.Tax specializes in US tax advisory and compliance services for high-net-wealth individuals. Our technology assists individuals, their families, and family offices in structuring their business and investment holdings with a multi-jurisdictional lens to mitigate double taxation and ensure global compliance.
Managing multi-jurisdictional tax complexities
Tax planning and compliance for individuals and organizations become infinitely more complex when dealing with multiple tax regimes. Our multi-jurisdictional neural network allows Instant. Tax to provide you with a tailored approach to these regimes and cross-border advice on structuring and planning opportunities.
Keeping up-to-date with the latest changes in legislation and meeting your employment tax obligations can be a challenge, particularly given the increased audit activities by revenue authorities. Our technology enables compliance reviews, preparation of returns, due diligence reviews, tax-effective strategies, review of policies and systems, and pre-audit checks