Taxand Webinars Series

Transfer of Tax Residence (Part 2)
Key Issues and Practical Insights across Canada, Switzerland, and Greece

Date: Thursday, 29 October 2026
Time: 16:00 – 17:15 CET / 10:00 – 11:15 ET
Format: Virtual

About the session
Following the success of our first session covering the UK, France, Italy, and Spain, this second edition extends the discussion to three further jurisdictions.

Individuals are increasingly changing their country of tax residence for professional opportunities, lifestyle choices, or family reasons. Each move raises complex tax questions that call for careful planning.

Canada, Switzerland, and Greece each take a distinctive approach to tax residence, from exit taxation on departure to special regimes designed to attract new residents. Misalignment between domestic rules can lead to double taxation, compliance risks, and unexpected consequences for private clients.

In this session, Taxand experts from Canada, Switzerland, and Greece will explore the key tax residence rules applicable to individuals, highlight common risk areas, and share practical insights on managing transfers of tax residence in a cross-border context.

Objectives
• Understand the key tax residence criteria applicable to individuals in Canada, Switzerland, and Greece.
• Identify common pitfalls and areas of dispute when moving into or out of these jurisdictions.
• Assess the interaction between domestic rules and double tax treaties.
• Gain practical guidance on planning, documentation, and risk mitigation for private clients.

Program (1h15)
• Recap of tax residence concepts and international principles
• Country perspectives: CA, CH, GR
• Practical case studies and key risk areas
• Q&A session and wrap up