Global tax planning and compliance for individuals, families, and family offices.
Instant.Tax provides sophisticated international tax advisory services, helping clients navigate the complex web of cross-border tax obligations. Our technology-driven approach ensures compliance, efficiency, and strategic optimization across jurisdictions.

Complying with international tax laws requires careful planning, structuring, and management to mitigate the risks of double taxation. While some tax structures may be favorable in one jurisdiction, they can increase exposure or compliance burdens in another. Instant.Tax assists in navigating these challenges by:

• Advising on optimal asset-holding structures from a global tax perspective

• Preparing and filing cross-border tax returns for individuals and entities

• Advising on compliance for non-US and non-EU structures (Trusts, Corporations, SMSFs, etc.)

• Providing guidance on gift, estate, and inheritance tax considerations
   

International Relocation
Relocating abroad—whether for business, career progression, or lifestyle—introduces new and often complex tax implications. Corporate executives, entrepreneurs, and globally mobile individuals must understand both home and host country regimes, including employment and reporting obligations.
Instant.Tax can assist with:

• Simplifying business and personal investment structures prior to relocation

• Applying tax treaties to minimize double taxation

• Determining the optimal timing for residency or domicile changes

• Managing employer tax and reporting obligations across jurisdictions

Cross-Border Investment & Multi-Jurisdictional Insights
Investments suited to one country’s tax regime may create unintended consequences elsewhere. With tax rules frequently changing, proactive planning is essential.

Instant.Tax provides multi-disciplinary insights into global investments, including:

• Retirement tax planning (e.g., 401(k), IRA, SERP/SERA, Superannuation)

• Real estate ownership structures across multiple countries

• Capital gains, global estate exposure, and gift tax planning

• Dual-lens analysis for US–Australian investment portfolios

• Structuring and reporting for US, EU, and other domiciled holdings

• Guidance on selecting the optimal investment vehicle for tax efficiency

US Voluntary Disclosure & Citizenship Renunciation
Non-compliance with US tax filing or reporting obligations can expose individuals to penalties and interest. Eligible taxpayers may rectify their status through the IRS Offshore Voluntary Disclosure or Streamlined Filing Compliance programs.

Instant.Tax assists with:

• Assessing eligibility and preparing disclosures under US Voluntary Disclosure Programs

• Managing filings for expatriation or renunciation of US citizenship or Green Card

• Evaluating Exit Tax implications before making critical decisions

Our sophisticated solutions support high-net-worth individuals and family offices with multi-jurisdictional tax advisory and compliance solutions—ensuring structure, transparency, and confidence in global operations.

Managing Multi-Jurisdictional Tax Complexities
Cross-border tax obligations are inherently intricate. Instant.Tax leverages a multi-jurisdictional AI network to deliver precise, customized guidance on global structuring, compliance, and optimization strategies.

Our intelligent tax platform enables:

• Compliance reviews and due diligence audits

• Preparation of international returns and pre-audit assessments

• Tax-effective strategy design and risk management

• Continuous monitoring of global legislative changes
   

Instant.Tax unites technology and expertise to simplify international tax management—helping clients achieve compliance with confidence.