Your adviser here can’t see there. And vice versa.

If you have moved country and left assets behind, you already know the shape of this. Your accountant abroad cannot see what you hold at home. Your professional at home has no view of your life abroad. You are the courier between them, forwarding documents neither of them can independently verify.

Try it free What we can hold

The courier problem

One record. Each professional sees their half of it.

The fix is not a tool that merges two tax systems — nothing lawfully can, and anything claiming to should worry you. The fix is one record of what the family owns, from which each professional is granted exactly the slice their jurisdiction requires, and nothing beyond it.

You stop being the courier. They stop working from screenshots. And because every grant is scoped, dated and logged, neither of them is holding data they had no business seeing. How access and residency work.

What each side needs, and what they actually get
	What they need from you	What they get instead
The professional where you live	Evidence of foreign holdings and income, in a form they can rely on, for disclosure and for relief claims.	Forwarded PDFs in a language and format they do not recognise, arriving in the last week before a deadline.
The professional where you own	Your residency position, and whether a holding is being reported in the other system.	A verbal assurance from you, months after the decision it should have informed.
You	To answer both without becoming an expert in two tax codes.	Two half-pictures, and the job of reconciling them yourself.

Granting access is not the same as merging jurisdictions. Each professional sees a defined scope with an end date; the record itself stays in one place, held to the residency rules that apply to it.

The situation

Two systems, both convinced they see everything.

You earn in one country and own in another. Or you moved, and half your life stayed behind: a flat, a brokerage account, a pension that still ticks over, parents whose affairs you manage from eleven time zones away.

Each system asks you to describe your world as if the other half doesn’t exist. Neither one is wrong. Together they are unusable.

Which is precisely why planning is impossible without a single picture — you can’t optimise across two systems you can only ever see one at a time.

Assets here, life there

Property, deposits and funds in one country while you earn in another. Both sit on the same balance sheet, each in the currency it is actually held in, with one household total on top.

Two systems, one family

Foreign asset disclosure, overseas income and the reporting each jurisdiction demands — all driven from a single set of documents you supply once.

Move without starting over

Residency changes. Your family’s picture doesn’t reset, and neither does the history it took years to assemble.

Why both sides matter

What one-sided visibility quietly costs.

None of the following is exotic. Each is an ordinary consequence of nobody, anywhere, holding both halves of the picture at the same moment.

The four expensive ones

Ordinary situations, avoidable bills.

Tax paid in one country that should have reduced what you owe in the other. Relief you’re entitled to only works if something can see both positions at once — and can produce the evidence when asked.
An obligation that applied to you for years. Most people meet a disclosure requirement for the first time in a notice about having missed it, by which point the conversation is about penalties rather than compliance.
A sale timed without regard to which residency you were in. The same transaction, a few months either side of a status change, is not the same bill.
Holdings that exist in one country’s records and nowhere in the other’s. Fine, right up until somebody has to reconcile them — usually somebody who wasn’t you and can’t ask you.

Residency

Your status is a fact about days, not a feeling.

Residency determines which of your holdings a country can tax, what you must disclose, and which reliefs exist. It is decided by counting days across years — something people are famously bad at doing retrospectively.

Lineage tracks it as a running total, so a status change is something you can see coming and plan around, not something you reconstruct from old boarding passes in March.

What changes when your status changes
Concern	While resident	While non-resident
What gets taxed	Worldwide income, in principle — including what arises abroad.	Broadly what arises or is received in-country, with treaty relief on top.
Foreign holdings	Reportable, in the specific schedule and format prescribed.	Generally outside the disclosure, but the year you switch is the tricky one.
Deduction at source	Ordinary rates on ordinary income.	Higher withholding on several categories, refundable but only if claimed.
Selling property	Gain computed and paid in the usual way.	Deduction at source on the sale itself, with a certificate route to reduce it.
Existing accounts	No action required.	Several types must be redesignated on status change — commonly forgotten.
Repatriation	Not applicable.	Limits and certifications apply to moving your own money out.

Rules differ by country and change with each budget; the platform carries the current local logic so you don’t have to. This page describes the shape of the problem, not advice on your specific position — for that, bring in a professional and grant them scoped access.

Common shapes

Families this was built for.

Shape 01

See both halves at once.

For most families this is the first time the whole thing has appeared on one screen.

Try it free How it works