Tax & Benefits Advisory

Precision Where It Counts

Moving across borders? Taxes, benefits, and compliance can get complicated – fast. We simplify the unknown. Our experts break down multi-country tax obligations, optimize compensation packages, and make sure no surprises are waiting at year-end. Whether it’s social security coverage, assignment allowances, or tax equalization – we connect the dots so your people or your payroll) stay in the clear. Global moves shouldn’t mean global headaches. We keep things smart, legal, and surprisingly painless.

Tax & Benefits Advisory Questionnaire

Help us understand your current situation so we can offer accurate, compliant, and strategic cross-border tax and benefits advice. All fields are required unless otherwise stated.

1. Personal Information

Full Name:

E-mail:

Phone Number (with country code):

Nationality:

Date of Birth:

Country of Tax Residence:

Do you currently hold multiple tax residencies?

Yes No

If yes, please specify the countries:

2. Assignment & Relocation Details

Are you relocating as an individual or under a company assignment?

Individual Company-assigned

Host Country and City (where you will be working/living):

Expected arrival date:

Expected duration of stay:

Will you return to your home country after assignment?

Yes No Undecided

Or your are looking to settle permanently in the destination country?

Yes No

Will you have any breaks in your stay (e.g. temporary returns)?

Yes No

If yes, please provide estimated dates and reasons:

3. Employment & Income Information

Home Country Employer Name:

Host Country Employer (if different):

Job Title:

Employment Type:

Local contract in host country Secondment from home country Split contract Self-employed

Will you be paid from:

Home country Host country Both

Expected annual gross salary (in home currency):

Are any bonuses, stock options, or other variable pay included?

Yes No

If yes, please provide details

4. Compensation & Benefits

Please indicate if the following are part of your compensation package:

If Other non-cash benefits, please specify:

5. Tax Obligations & Support Needs

Have you received tax advice or support in either country before?

Yes No

Do you require:

Host country tax registration guidance Filing support in the home country Filing support in host country Dual taxation avoidance Advice on tax equalization policies Social security coordination (A1/COC documents) Assistance with split-year treatment Review of total tax liability in both countries Tax treaty guidance

6. Social Security & Pension

Are you currently contributing to social security in your home country?

Yes No

Will you remain covered under your home country’s social security system during the assignment?

Yes No Unsure

Are you participating in any international pension plan or supplementary pension scheme?

Yes No

If yes, please specify:

7. Real Estate / Asset Ownership

Do you own property in your home country?

Yes No

Do you plan to purchase or rent property in the host country?

Buy Rent Neither

Do you own any other significant assets (stocks, businesses, etc.) that may impact tax residency or reporting?

Yes No

8. Compliance & Documentation

Have you ever been considered a tax resident in the host country before?

Yes No

Have you previously filed tax returns in the host country?

Yes No

Are you aware of any pending tax issues or audits in your home or host country?

Yes No

If yes, please explain:

9. Special Considerations or Planning Areas

Are you interested in:

Pre-assignment tax planning Cross-border wealth planning Family/estate tax planning Exit strategy and tax implications upon departure Reviewing your global compensation structure for tax efficiency Reviewing potential reporting obligations (e.g., FATCA, CRS)

10. Additional Notes or Questions

Is there anything else you’d like us to consider or be aware of?

Specific questions you would like addressed in your advisory report?

Prices

Tax & Benefits Advisory

EUR 450.00

Our services

Questions?

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