Citizenship and Residence Planning

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Brendan Stephens
5 years ago
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1 Citizenship and Residence Planning

2 Focus Residence and citizenship planning Program development for countries Clients Wealthy individuals and families Governments worldwide Reach Over 300 staff Global presence Track Record 20 years leading the industry Henley & Partners Residence and Citizenship Insight Session

3 Henley & Partners Worldwide Offices Antigua and Barbuda Australia Austria Canada Croatia Cyprus Dubai (UAE) Grenada Hong Kong Jersey Latvia Lebanon Malaysia Malta Philippines Portugal Singapore St. Kitts and Nevis South Africa South Korea Switzerland Thailand Turkey United Kingdom Vietnam Henley & Partners Residence and Citizenship Insight Session

4 Comprehensive Advisory Process Focus: Develop a medium to long-term residence and/or citizenship strategy Provide a fully-managed process for busy people Ongoing strategy optimization Introduction of client Understand client profile Implement and manage all administrative tasks when able. Fly to visit, meet at their office or home Implement strategy Define strategy Procure the desired citizenship Henley & Partners office in the target country Henley & Partners office nearest to the home country of the client Henley & Partners Residence and Citizenship Insight Session

5 Unique Track Record in Government Advisory Henley & Partners is the leading firm worldwide advising governments on residence and citizenship programs Its assignments range from strategic consulting to assistance in the design, set-up and operation of investment-related programs Henley & Partners Residence and Citizenship Insight Session

right to live, work, travel and study in a country Usually comes with conditions or requirements May give some

6 The difference between Residence and Citizenship Programs Citizenship The right to vote Ability to pass citizenship on to future generations Allows international travel Affords protection from the state Residence The right to live, work, travel and study in a country Usually comes with conditions or requirements May give some travel rights Can be withdrawn Is likely to affect tax status Henley & Partners Residence and Citizenship Insight Session

7 Reasons for an Alternative Residence Quality of Life Better quality of life, climate, personal security Cleaner environment Better healthcare and transport systems Security Safe alternative in times of instability More privacy in investment and banking A defined and stable legal environment Education Graduation at high-ranking schools and language skills are increasingly important as the basis for a successful career Taxes Often the only way to reduce the tax burden and regulatory restrictions legally is to relocate Henley & Partners Residence and Citizenship Insight Session

8 Residence-by-Investment Programs Henley & Partners handpicks the most attractive countries with regard to mobility, security, privacy, personal tax and lifestyle Australia Monaco Austria Portugal Belgium Singapore Canada Switzerland Hong Kong UK Malaysia US Henley & Partners Residence and Citizenship Insight Session

9 Reasons for an Alternative Citizenship (1/2) Visa Waivers Opens travel to countries previously restricted by time-consuming visa application processes Retirement Freedom to retire in a safe country without worrying about changing immigration laws Independence Be able to travel or have the option to relocate at any time Mobility Freedom of movement when some nationals are overly exposed to physical or financial threats Henley & Partners Residence and Citizenship Insight Session

10 Reasons for an Alternative Citizenship (2/2) Protection Increased privacy in banking and improved physical security Tax Planning Citizenship is one of the tie-breaker rules in most double tax treaties Expatriation To renounce citizenship another citizenship must be acquired first Security Guarantees a secure and truly permanent alternative place to go; the permanent right to reside Henley & Partners Residence and Citizenship Insight Session

11 Citizenship-by-Investment Programs There are currently only six countries which offer citizenship programs that provide a direct legal route to citizenship based on investment and which have passed Henley & Partners country due diligence St. Kitts & Nevis Malta Antigua & Barbuda Austria Grenada Cyprus Other countries have similar provisions. However, in those countries there is no established or clear practice and/or the programs are not transparent Henley & Partners Residence and Citizenship Insight Session

12 Your Partner for Residence and Citizenship Advising hundreds of clients every year on residence and citizenship Mandated by governments worldwide Henley & Partners The Leader in Residence and Citizenship Planning Our unique knowledge and experience is your advantage Henley & Partners Residence and Citizenship Insight Session

13 Marco Gantenbein, TEP, IMCM Managing Partner Member of the Group Executive Committee Henley & Partners Middle East DMCC Reef Tower, JLT, Suite 1301 P.O. Box Dubai, UAE T F M marco.gantenbein@henleyglobal.com

14 Thank You

Building Family Legacy through Citizenship and Residence Programmes

Building Family Legacy through Citizenship and Residence Programmes Dominic Volek, CA(SA), IMCM Managing Partner and Head Southeast Asia Henley & Partners About Henley & Partners Focus Residence and citizenship