(Investorideas.com
Newswire) a go-to platform for big investing ideas, including AI and
tech stocks issues market commentary from deVere Group.
An estimated 35% of high-net-worth individuals are actively
considering relocating to another lower-tax country, reveal new
findings.
deVere Group, one of the world’s largest independent financial
advisory organizations, reports that more than a third of its
80,000-strong base of primarily wealthy clients, particularly from
the UK, parts of Europe, Australia, and some Asian and African
jurisdictions, are seeking advice on where to move themselves,
families, and/or business operations to secure a lower tax burden.
The data confirms what is becoming increasingly evident across
global advisory networks: the acceleration of the Great Wealth
Migration.
Nigel Green, CEO of deVere Group, says: “The Great Wealth
Migration is gathering pace.”
“High-net-worth individuals are reassessing where they base
themselves and their assets in response to tax changes, geopolitical
tension and policy unpredictability.”
“This is structured, deliberate planning.”
Internal advisory trends show a marked increase in enquiries
relating to tax residency restructuring, domicile review, second
residency rights and cross-border corporate realignment.
“Conversations that once centred on optimization are now
centred on risk management.”
Three dominant forces are driving this shift.
First, jurisdictional risk is now a core wealth variable
“Tax exposure is no longer treated as static. Changes to
capital gains tax (CGT), inheritance frameworks and preferential
regimes in several mature economies have highlighted how rapidly
fiscal conditions can change.”
“Clients are restructuring legal and residency arrangements to
avoid excessive exposure to a single tax regime or political system.”
“Policy direction can shift within a single political cycle.
Families want certainty and structural flexibility. Concentrated
jurisdictional exposure now carries measurable financial
risk.”
Second, relocation is increasingly defensive
“Previous waves of cross-border mobility were largely driven
by expansion and growth opportunities. Today’s movement
reflects wealth preservation and asset protection priorities.”
“Safeguarding generational wealth, ensuring operational
continuity and reducing vulnerability to sudden legislative shifts
are central motivations.”
“Succession planning features prominently in relocation
discussions. Families are reviewing inheritance exposure, trust
structures, and intergenerational asset transfer mechanisms in
parallel with residency decisions.”
Third, capital is clustering around policy predictability
“The Great Wealth Migration is not random. Interest is
concentrating in jurisdictions offering fiscal clarity, strong legal
systems and long-term policy stability.”
“Regions combining competitive tax regimes with institutional
robustness are seeing sustained inbound demand from globally mobile
wealth.”
The United Arab Emirates continues to attract attention due to its
zero personal income tax and long-term residency frameworks. Select
European hubs and Asian financial centres offering regulatory
stability are also drawing increased interest from internationally
active families.
Entrepreneurs are evaluating corporate headquarters moves,
alternative holding structures and operational re-domiciliation
strategies to optimise after-tax returns and strengthen strategic
positioning.
Nigel Green notes: “Wealth moves toward stability. When
investors perceive policy volatility, they seek jurisdictions where
rules are transparent, predictable, and favourable”
The scale of movement is notable. Global trends indicate rising
millionaire outflows from higher-tax jurisdictions alongside record
inflows into policy-stable destinations. deVere’s client data
reflects the same directional pattern.
Importantly, relocation decisions are complex. Double taxation
treaties, substance requirements, reporting obligations and
long-term residency qualification rules must be carefully assessed.
Structured professional advice is essential to ensure compliance and
effective execution.
Nigel Green concludes: “The Great Wealth Migration represents
rational thinking in response to evolving global risk. Wealthy
individuals are planning ahead.”
“They’re making strategic decisions about where to live,
operate and structure assets to enhance long-term wealth resilience,
protection and growth.”
