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In an increasingly uncertain world, global mobility has become an essential part of financial and personal planning. For many successful individuals and families, citizenship and residency by investment (CBI and RBI) programmes offer not only a second home but also greater financial freedom, security, and opportunity.
At Neville Montagu, we help clients navigate the complex world of international citizenship and residency planning, ensuring every move supports their long-term financial and lifestyle goals. This is a speciality of our offshorezen office, who will work closely with on your behalf.
Citizenship is more than a passport; it’s a strategic asset.
The right citizenship or residency programme can:
Enhance visa-free travel and global mobility.
Offer tax advantages or residency-based relief.
Provide political and economic stability.
Open access to education, healthcare, and business opportunities.
Facilitate wealth protection and estate planning.
For globally mobile investors, having a “Plan B” citizenship provides flexibility and peace of mind, particularly in times of geopolitical or financial instability. For those clients not looking for overall financial planning advice. Our Offshorezen office provides excellent Plan B planning services for clients of all net worths.
Around the world, several well-established programmes cater to investors seeking permanent residency or dual citizenship through investment. See our article over at Offshorezen, discussing Leading Citizenship Programmes.
Or these articles discussing Golden Visas, and Different types of Long-term Residency.
Here are some examples
European examples
Portugal Golden Visa: Offers EU residency via property or capital investment.
Malta Citizenship by Naturalisation: Grants EU citizenship with investment and residence criteria.
Greece and Spain: Residency through property investments starting from €250,000, and non-lucrative visas.
Caribbean examples
St. Kitts & Nevis, Antigua & Barbuda, and Dominica all offer fast-track citizenship in exchange for donations or real estate investment, providing visa-free access to over 140 countries.
Other Notable Programmes
United Arab Emirates: Long-term residency through property ownership or business investment.
Singapore: Investor visas tied to substantial business or fund contributions.
Each programme has unique financial thresholds, timelines, and benefits and selecting the right one depends on your goals, family needs, and tax position.
While citizenship or residency planning can provide lifestyle benefits, it also has important tax implications.
Moving your tax residency to a different jurisdiction can impact:
Capital gains and inheritance taxes.
Reporting obligations (under CRS and FATCA).
Access to double taxation treaties.
At Neville Montagu, we ensure every citizenship or residency strategy is integrated with your wider financial and estate planning, maintaining compliance while maximising efficiency.
Governments have significantly increased scrutiny of CBI and RBI applicants. Reputable programmes require stringent due diligence, background checks, and financial transparency.
We only work with government-approved agents and trusted legal partners, ensuring all applications meet the highest ethical and regulatory standards. Our process prioritises legitimacy, confidentiality, and peace of mind.
For many clients, citizenship planning isn’t just about personal freedom — it’s about legacy.
A well-chosen citizenship or residency can provide:
Future security for children.
Access to international education.
Diversified living and business options.
Long-term continuity of family wealth structures.
Our holistic approach ensures that citizenship and residency planning complements your investment, estate, and lifestyle objectives.
In a world where borders, regulations, and opportunities are constantly shifting, citizenship and residency by investment offer a path to freedom, flexibility, and financial resilience.
At Neville Montagu, we combine global insight with professional expertise to help you choose and structure the right citizenship or residency solution, aligning your global lifestyle with your long-term financial strategy.
Explore your options today. Speak with our specialists to explore how a second citizenship or residency can protect your family’s future.
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Global change, personal solutions. Your financial freedom. Your future is secured.
This content is for background information only. It is not investment advice, a recommendation, or an offer of services. While based on sources Neville Montagu believes to be reliable, it is provided without warranty of accuracy. Unauthorised use is strictly prohibited. Neville Montagu and any of its partners accept no liability for any loss arising from the use of this information.
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