Global Mobility
Written for RMCs and employers. Canada is pulling temporary residents back below 5% of population by end-2027 while stabilising PR at 380,000/year, and opening an accelerated pathway for H-1B holders. Also covers the $97M Foreign Credential Recognition Action Fund and airport/infrastructure spend. Ends with a five-point action checklist.
Puneet GuptaFounder @ Aequify
Aequify is a smart money hub built to help expats and relocating employees solve these challenges. It pulls your accounts, pay, and taxes into one clear view. You can see your likely take home pay in the new city, spot the forms you will need, plan state exit steps, and avoid double tax. Share a clean summary with your advisor with a single click, no spreadsheets or dozens of statements. Move with confidence.
Disclaimer: This blog is education, not tax advice.
The UK swapped domicile for residence as the basis of taxation on 6 April 2025, killing the remittance basis and replacing it with a 4-year Foreign Income and Gains regime. Covers who qualifies for FIG (10 consecutive non-resident years), why claiming it costs you the personal allowance and CGT exemption, the new Overseas Workday Relief cap, and the inheritance-tax "long-term resident" test at 10 of the previous 20 years. Ends on day-counting and a teased UK residence day tracker.
Security/trust announcement covering the SOC 2 Type II audit and what it means for expats handing over financial data.
For people who discover the US still treats them as a US person despite little real connection to the country. The argument: most accidental Americans don't owe much tax — the pain is the reporting. Sequence given is confirm US person status, audit missed returns and FBARs, establish whether the failure was non-willful, then choose between becoming compliant or exiting US status. Explicitly warns against filing random forms or rushing into renunciation.
Users can get Aequify's capabilities in two simple steps. Step 1: Tell us the basics, a short setup about the move. Step 2: Connect accounts (read-only), bank, investments, and cards across 30+ countries. Aequify's tax & finance engine securely organizes data, auto-tracks eligible expenses, surfaces treaty credits/deductions, and prepares tax-ready exports for your advisor. Consent-first, no money movement, and access can be revoked anytime.
No. Aequify organizes your cross-border financial data and surfaces insights, but it doesn’t replace professional advice. It makes working with your consultant easier — share advisor-ready reports and exports in one click, or find a vetted expert in our Advisor Marketplace.
Your data is protected with bank-grade, read-only connections and industry-leading encryption in transit and at rest. We never store your banking credentials, never move money, and you can revoke access to any connected account or advisor at any time.
Aequify supports expats across the USA, Canada, the United Kingdom, Europe, and over 30+ countries worldwide. You can securely connect bank and investment accounts from any supported region and see your complete financial picture in one dashboard.
FBAR (Foreign Bank Account Report) is a US requirement to report foreign financial accounts when their combined value exceeds $10,000. Aequify automatically tracks your account balances across countries and flags when you cross reporting thresholds, so you always know what needs to be filed.
FATCA (Foreign Account Tax Compliance Act) requires US taxpayers to report specified foreign financial assets on Form 8938 once they exceed certain thresholds. Aequify monitors your connected accounts and prepares a checklist with the data you need, making the form straightforward to complete.
Aequify provides you the tools to manage your finances no matter where you go.
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