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Guide outline

International Structure Planning Workbook

A factual preparation workbook for organising information and questions to take to independent, appropriately qualified advisers.

What this guide is designed to help you do

  • Organise cross-border facts without generating a recommendation.
  • Identify documents and questions relevant to professional consultations.
  • Prepare a clearer brief for advisers in relevant jurisdictions.

Educational outline

  1. 01Citizenship and residence
  2. 02Family and intended beneficiaries
  3. 03Asset and business locations
  4. 04Existing liabilities and time horizons
  5. 05Banking and reporting needs
  6. 06Questions for local counsel

Important boundaries

The materials will not provide a personal structure recommendation, calculate a tax outcome, facilitate concealment, avoid reporting obligations or assist with frustrating lawful creditor claims.