Global Tax Mastery for Dual Citizens: Keep More, Stress Less — Worldwide

Got citizenship in two (or more) countries? You’re not just a global citizen — you’re a tax puzzle with moving parts across borders. The good news: dual citizenship doesn’t mean double taxes. With the right strategy, you can legally minimize liabilities, avoid penalties, and keep more of what you earn — no matter where you live, work, or invest.

Expat Connect Services connects you to a vetted global network of cross-border tax accountants, treaty specialists, and compliance experts who’ve optimized structures for dual citizens in 190+ countries. We don’t guess. We don’t use templates. We build personalized, compliant tax plans based on your passports, income sources, assets, and residency goals.

No country bias. No generic advice. Just real-world strategies that work under current laws, wherever your life takes you.


Who Needs Dual-Citizen Tax Planning?

Your ProfileKey Tax RiskOur Solution
US + Another CitizenshipWorldwide income taxed by IRS (even abroad)Foreign Earned Income Exclusion, Foreign Tax Credits, treaty relief
EU National + Non-EU PassportCRS reporting + exit tax trapsTerritorial tax optimization, NHR (Portugal), remittance basis (UK)
Canadian + Caribbean/LATAMDeemed disposition on emigrationPre-move planning, trusts, step-up basis
Indian + OECD CountryPOEM rules, GAAR scrutinyControlled Foreign Corporation (CFC) structuring, DTAAs
South African + UK/AustraliaCEAS + CGT on worldwide assetsExpat tax regime elections, double-tax treaty claims
Any Dual Citizen with InvestmentsFATCA + CRS double-reportingConsolidated reporting, tax residency certificates

Any combination of passports. Any income type. Pensions, remote work, dividends, crypto, real estate, trusts — we’ve seen it all.


Core Dual-Citizen Tax Strategies — Worldwide

1. Double Taxation Agreements (DTAs): Your Legal Shield

Over 3,000 bilateral tax treaties prevent the same income from being taxed twice.

  • How It Works: One country gives a tax credit or exemption for taxes paid in the other
  • Common Relief: Pensions, dividends, capital gains, salaries
  • Top Treaty Hubs: Netherlands, Switzerland, Singapore, UAE, Cyprus

Our Role: Treaty specialists map your income streams to the most favorable DTA clause, file claims, and secure tax residency certificates to prove eligibility.


2. Tax Residency Optimization: Choose Where You’re Taxed

Dual citizens can often pick their primary tax home — even if they hold two passports.

StrategyBest ForOutcome
Territorial Tax SystemsForeign income earnersOnly local income taxed (30+ countries)
Non-Dom / Remittance BasisUK, Ireland, MaltaForeign income taxed only if brought in
Expat RegimesPortugal NHR, Italy Flat Tax, Greece7–10 years of reduced rates
Tie-Breaker Rules (DTAs)Conflicting residency claimsOfficial ruling on your tax home

Our Role: Advisors analyze your 183-day rule, economic ties, and family location to certify your tax residency in the lowest-burden jurisdiction.


3. US Citizens Abroad: Tame the IRS Beast

The US is one of two countries taxing worldwide income — regardless of where you live.

  • Foreign Earned Income Exclusion (FEIE): Exclude up to $130,000+ (2025) of salary
  • Foreign Tax Credit (FTC): Offset US tax with foreign taxes paid
  • FBAR + Form 8938: Avoid $10K+ penalties with compliant reporting
  • Streamlined Disclosure: Fix past non-filing without fines

Our Role: US-expat CPAs file every form, claim every credit, and structure income to stay under IRS radar — legally.


4. Exit & Entry Tax Planning

Moving between citizenships? Watch for:

  • Exit Taxes: US, Canada, Australia, Germany
  • Step-Up in Basis: Reset asset values on immigration
  • Wealth Taxes: Spain, France, Colombia

Our Role: Pre-move structuring using trusts, holding companies, or gifting to preserve wealth across borders.


5. Crypto, Trusts & Offshore Assets

Dual citizens with complex holdings need extra layers:

  • Crypto Taxation: Varies from 0% (UAE, El Salvador) to 45%+
  • Offshore Trusts: Asset protection + deferred tax (Cook Islands, Belize)
  • CFC Rules: Prevent tax avoidance via foreign companies

Our Role: Blockchain-savvy tax lawyers ensure full compliance while minimizing effective rates.


Why Expat Connect Services for Dual-Citizen Taxes?

FeatureWhat You Get
190+ Country CoverageDTAs, local rules, reporting thresholds
Vetted SpecialistsCPAs, EAs, treaty lawyers with 10–20+ years
No CommissionsDirect expert access — no middlemen
48-Hour MatchingShare passports + income → tailored plan
Success Rate100% compliant filings (3,200+ dual-citizen cases)

We don’t just file taxes — we design your global financial life. Want to pay 0% on foreign dividends? Live in a territorial tax country? Renounce safely? We make it happen.


Ready to stop overpaying and start optimizing?

Tell us:

  • Your two (or more) citizenships
  • Your income sources (salary, pension, investments, crypto)
  • Where you live and plan to live

We’ll match you with your personal dual-citizen tax strategist within 48 hours.

Your money. Your rules. Worldwide.