Tool
Cross-border decision checklist
Tick what you have looked at and keep notes in this browser. Completion is your progress through the list, not a finished plan.
Checklist
WiT Access tools are for illustration, planning and record-keeping only. They do not constitute financial, tax, legal, immigration, insurance, mortgage or investment advice. Rules, eligibility and provider terms vary by jurisdiction and circumstances.
0% of the visible list is ticked
0 of 19 lines. This is your progress through the checklist, not a completed plan.
Not saved yet. Nothing is sent to WiT Access.
Residency
Visas
Banking
FX
Tax
Pensions
Healthcare
Insurance
Property
Estate planning
Documents
Dependants
Driving
Pets
How to use this
- Select the situations that apply.
- Tick a line when you have looked at it.
- Add a note if you need to ask someone else. Do not store identity or account numbers.
What this tool does
- Shows the sections that match the situations you select.
- Saves ticks and notes in this browser.
- Shows how many visible lines are ticked.
What this tool does not do
- Confirm that a visa, tax filing or account change is complete.
- Sync the list to an account.
Related tools
- International move checklistWork through practical tasks around a move. Your ticks stay in this browser and do not confirm that a step is legally complete.
- Cross-border tax questions checklistPrepare questions for a tax adviser from the kinds of income and countries you select.
- Relocation document checklistBuild a generic list of documents commonly worth checking for a move.