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 2,100+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.