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Services

18 specialist services, grouped by business need.

One WONE Global Partner for each service in each market. Start from what you need to do, or go straight to a service.

People & firms

The WONE Global Partners in each market.

Named senior professionals, each admitted as the one firm for a service in their country, and the firms they lead.

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One Partner per service, per jurisdiction, admitted by review against published criteria.

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Insights

Sourced answers on doing business across borders.

Every statement is labelled: source-checked, professionally reviewed or not yet checked, with its source and date where checked.

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Answers come from statements checked against official sources, with the sources shown. Research, not advice.

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Situations · Common situations · People & private matters

Personal wealth, expatriates & tax residence

Tax residence, income and assets for people who live, work or invest across borders. Usually for: hnw individuals, retirees, expatriates.

14 common situations · 7 usually cross-border

Find the one closest to yours

Where a situation has its own page, it opens there. Otherwise, bring it to WONE Global with your question already filled in.

  1. I am moving countries and need to understand tax residency Full situation page →
  2. My overseas rental property income is being taxed twice Usually cross-border Full situation page →
  3. I want to bring inherited funds into my home country Bring this to WONE Global →
  4. My bank has asked for the source of my family wealth Full situation page →
  5. I want to leave assets to family members in different countries Usually cross-border Bring this to WONE Global →
  6. My offshore account has generated a disclosure obligation Full situation page →
  7. I need a review of tax on foreign pension income Usually cross-border Bring this to WONE Global →
  8. I am selling shares in a company based abroad Usually cross-border Full situation page →
  9. My citizenship and domicile create estate-planning concerns Bring this to WONE Global →
  10. I want independent due diligence on a private wealth adviser Bring this to WONE Global →
  11. My family investment vehicle needs a governance review Bring this to WONE Global →
  12. I need to assess residence requirements before buying property overseas Usually cross-border Full situation page →
  13. My foreign employer is paying me in several currencies Usually cross-border Bring this to WONE Global →
  14. I need to regularise an undeclared international investment Usually cross-border Full situation page →

First questions

What we will ask first

  1. 01Where do you live, work and hold assets?
  2. 02Where are you tax resident, and since when?
  3. 03What is the income or the transaction?
  4. 04Is anything undeclared or overdue?

The approach

How WONE Global usually approaches it

  1. Step 1Review residence and the rules in each country.
  2. Step 2Set out tax and reporting obligations.
  3. Step 3Plan moves, sales and transfers in the right order.
  4. Step 4Correct past positions where needed.

What is needed varies by country and by matter. Your WONE Global professional confirms the work, timing and fees before anything starts.

Across borders

Complications to check

Issues to assess when more than one country is involved. They are prompts, not conclusions about any country's law.

  • Cross-border tax residenceExecutives or entities may be treated as resident in different jurisdictions
  • Permanent establishment riskEmployees or agents abroad may create local taxable presence
  • Transfer pricing scrutinyConnected companies trade under different documentation and valuation expectations
  • Different laws of contractParties sign one commercial agreement but disagree which law governs duties, damages and remedies
  • Foreign ownership of landAn asset buyer needs to verify permitted ownership interests and registrations

WONE Global Partners

Professionals who handle this work

Named professionals for these services. Where none is listed for your country, WONE Global names a vetted firm to you before any work starts, subject to availability and conflict checks.

Katherin Diaz VelillaBogotá · Colombia

WONE Global Capability Partner · Colombia

Katherin Diaz Velilla

Complete profile

Co-Founder · V&V Associates · Bogotá

International tax attorney and strategic advisor with 12+ years across Colombia's DIAN, Ministry of Finance, Senate, Presidency, and EY. Co-founder of V&V Asociados. Specializes in cross-border tax structuring, transfer…

Mauro Tejada RamonQuito · Ecuador

WONE Global Capability Partner · Ecuador

Mauro Tejada Ramon

Tax & Legal Partner · G&G Auditores Independientes & Lex Fiscal Corp · Quito

Professional with 20 years of experience in Tax Administration, performing functions in the managerial and tax administration fields. Experience related to the fiscal field in the main sectors of the economy: Banking, c…

Ulrike Berner, MBAMunich · Germany

WONE Global Capability Partner · Germany

Ulrike Berner, MBA

Managing Partner · BSP Berner Schaeffler & Partners GmbH · Munich

Ulrike Berner has been Managing Director and shareholder of BSP since 2021, leading the strategic direction, client relationships, and business development of the firm. She has extensive experience working with firms an…

Editorial examples of situations that arise, not a list of WONE Global clients or matters. The specialist area is a way to find your situation, not a separate practice group.

WONE Global Intelligence

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