Understand how your move will affect your tax residency status, potential double taxation, and reporting obligations in both your current and future country.

Are your ISAs, IRAs, pensions, or brokerage accounts tax-efficient or even compliant in your new country? Some may be penalised or lose tax advantages post-move.

If your income, assets, or liabilities are in multiple currencies, you’ll need a plan for currency risk management and banking efficiency.

Do your current retirement savings align with the rules and expectations in your destination country? Consider portability, cross-border pensions, and local alternatives.

Will you rent, buy, or keep a home in your current country? Each option has tax and inheritance consequences, particularly if the property is rented or gifted.

Your existing wills or estate plans may not be valid or optimal abroad. Align your succession planning with local laws (France’s forced heirship rules, for example).

Check your access to healthcare, social security arrangements, and whether private medical insurance is needed before and after your move.

Secure the correct residency visas and make sure you understand the immigration rules of your destination, especially around income requirements and dependents.

Identify what income you’ll have (salary, dividends, rental, etc.) and how it needs to be declared. Be aware of FATCA, FBAR, or UK self-assessment obligations.

Work with a planner who understands multi-jurisdictional planning – from taxes and investments to estate planning and compliance – to avoid costly surprises later.