Wealth cases

How tax regimes, residency programs and capital structures actually work.

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Citizenship by investment · Caribbean (OECS)

The Caribbean: citizenship by investment and the 2024 US$200k floor

Five Caribbean programs agreed a single minimum contribution of US$200,000 from 1 July 2024 — citizenship with visa-free access to many countries in months, not years.

US$200kHarmonised minimum contribution
5Programs in the agreement (OECS)
US$250kSt Kitts and Nevis minimum
2024Year of the harmonisation memorandum
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Residency by investment · Greece

Greece: the Golden Visa and its new property thresholds

A renewable residence permit for a property investment: from 1 September 2024 the threshold is €800,000 in the most in-demand areas and €400,000 elsewhere; €250,000 survives only for restoration and commercial-to-residential conversions.

€800kThreshold in high-demand zones
€400kThreshold elsewhere
€250kRestoration / conversion cases
120 м²Min. size (standard purchase)
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Tax residency · Italy

Italy: the flat tax for new residents (Art. 24-bis)

A single flat tax on all foreign income — €100,000 a year, doubled to €200,000 for those relocating after 10 August 2024, for up to 15 years.

€100k→€200kAnnual flat tax
15 летMaximum regime duration
9/10Non-resident years required
€25kPer family member, per year
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Citizenship by investment · Malta

Malta: the golden passport and the 2025 EU Court ruling

EU citizenship for a contribution from €600,000 plus a property purchase from €700,000 — a program the EU Court ruled unlawful on 29 April 2025, and the last citizenship-by-investment scheme in the Union.

€600k+Contribution to the state fund
€700kMinimum property purchase
12 мес.Min. residence (top tier)
2025Struck down by the EU Court
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Tax residency · Portugal

Portugal: the NHR regime and its 2024 sunset

A 20% flat rate on qualifying income plus broad foreign-income relief for 10 years — the regime closed to new applicants on 1 January 2024 and was replaced by IFICI.

20%Rate on qualifying income
10 летBenefit duration
10%Tax on foreign pensions (since 2020)
2024Closed to new applicants
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Family office · Singapore

Singapore: the family office, the 13O/13U regimes and the VCC

Tax exemption for qualifying fund income under the 13O and 13U schemes — from S$5 million in assets (13O) or S$50 million (13U), usually through a VCC structure.

S$5MMin. AUM for 13O
S$50MMin. AUM for 13U
2 / 3Investment pros (13O / 13U)
S$200k+Min. local spending per year
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Tax residency · Switzerland

Switzerland: lump-sum taxation (the forfait)

Tax based not on worldwide income but on living expenses: the base is at least seven times rent and no lower than the federal minimum of CHF 435,000 (2026), for wealthy foreigners not working in Switzerland.

CHF 435,000Federal minimum base (2026)
7×Rent multiplier for the base
10 летMin. prior absence / first-time
2016Year of federal reform
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Residency by investment · United Arab Emirates

UAE: the 10-year Golden Visa and zero income tax

A renewable 10-year residence and 0% personal income tax — from a property investment of AED 2 million (about US$545k); a 9% corporate tax applies separately, at the business level.

0%Personal income tax
10 летGolden Visa term
AED 2MProperty investment threshold
9%Corporate tax (since 2023)