Cross-Border Taxation for Individuals - Residence, Employment & Investment Challenges

Introduction

In today’s globalised and flexible workforce, advisers increasingly face clients with mobile lives, remote work patterns, and multi-jurisdictional income streams.

This webinar provides a practical framework for residence analysis, income allocation and relief, with a strong emphasis on treaty application, compliance, and documentation.

Designed for employment tax advisors, private client practitioners, in-house HR/payroll teams and CFOs, this webinar explores employment and equity compensation, pensions, and investment income, as well as the coordination challenges that arise when individuals move mid-year or work across borders.

It will equip you with the frameworks, workflows, and documentation strategies needed to confidently manage cross-border individual taxation in a mobile and complex workforce environment.

What You Will Learn

This webinar will cover the following:

• Residence Analysis
• Apply a clear residency workflow, including the UK statutory residence test and treaty tie-breakers and document conclusions effectively
• Split-Year and Day-Count Mechanics
• Correctly use split-year rules, evidence travel and work patterns and support reporting obligations
• Employment Income Allocation
• Allocate income across jurisdictions, including short-term business visitor considerations and align with payroll operations
• Equity Compensation
• Manage RSUs, options and carried interest-style awards across borders, including vesting and exercise considerations
• Pensions & Social Security
• Navigate coordination, contributions, certificates and credits in a practical, actionable way
• Investment Income & Gains
• Apply treaty relief, source rules and beneficial owner considerations to manage cross-border investment taxation
• Administrative Compliance
• Prepare robust claims, elections and supporting documentation that withstand administrative review
• Remote and Hybrid Work
• Advise on arrangements to mitigate accidental permanent establishment or central management and control issues
• Client-Friendly Tools
• Build checklists for onboarding and annual reviews to reduce rework and create concise resident/non-resident ‘client explainers’ reusable across cases

This pre-recorded webinar will be available to view from Monday 12th October 2026

Alternatively, you can gain access to this webinar and 2,101 others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.