New Global Guide Examines International Relocation and Tax Planning for High-Net-Worth Individuals

TORONTO, Oct. 13, 2026 /PRNewswire/ -- A new book, International Relocation and Tax Planning for High-Net-Worth Individuals: A Legal and Lifestyle Guide for Clients and Their Advisors, provides a practical framework for individuals, families, family offices and professional advisors considering or advising on international relocation. Jack Bernstein, senior tax partner at Aird & Berlis LLP, served as editor and Canadian country author for the publication.

Published by Wolters Kluwer and developed with contributions from leading practitioners across 48 jurisdictions, this comprehensive resource addresses the increasingly sophisticated challenges associated with international relocation and cross-border planning. It is the only book of its kind to address departure tax in 16 countries (including U.S. expatriation) and provide a comparative analysis of 35 destinations for relocation, with an additional section about strategic residency and citizenship.  

The guide examines key issues, including tax residency and departure tax, wealth preservation and estate planning, immigration and citizenship opportunities and lifestyle considerations such as healthcare, education, safety and quality of life. As more high-net-worth individuals consider international mobility, the book emphasizes that relocation involves more than choosing a destination. Evolving tax regimes, geopolitical uncertainty and changing regulatory frameworks can affect tax residency, estate planning, property ownership, compliance and long-term lifestyle goals.

The book is currently available for presale through Wolters Kluwer at the following link https://airdberlis.co/4dmdsK2 and will also be available via Amazon and other online retailers in November 2026.

Author Quotes:

"International relocation is one of the most personal decisions a high-net-worth individual can make, but it is also one of the most technical. This book was written to help individuals and their advisors approach relocation with greater clarity and confidence."

"With contributions from practitioners across 48 jurisdictions, this guide brings together perspectives from around the world in a single resource. It is intended to help readers understand the increasingly complex considerations involved in international relocation."

"Poorly planned relocation can create unexpected tax bills, immigration concerns, double taxation, compliance issues or family conflict. Successful relocation requires early planning, clear objectives and coordinated professional advice across all stages."

- Jack Bernstein, senior tax partner, Aird & Berlis, Toronto, Canada

About Aird & Berlis:

Aird & Berlis is a leading Canadian law firm, serving clients across Canada and around the world. We represent domestic and international clients, including multinational corporations, individuals, governments and Indigenous nations.