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Property ownership structure checklist

The questions follow from how you describe the property. They are for a legal and tax adviser. The tool does not recommend a structure.

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.

Use this output to prepare questions for a qualified professional.

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Personal ownership

  • Who would be named, and in what shares?
  • What happens if one owner dies or leaves the country of residence?
  • Can a non-resident sign, borrow and sell?

Company / SPV

  • Is a company being considered, or is the current idea personal ownership?

Trust / foundation

  • Is succession the reason a trust is being discussed?

Financing

  • Is a mortgage part of this purchase?

Tax

  • Which country taxes rent, a sale and a gift or death?
  • Where is the owner resident, and where is the property?
  • Is rent expected?

Succession

  • Does anyone need to ask about succession now?

Governance

  • Who can sell, borrow and sign?
  • What happens if the owners disagree?

Accounting

  • If ownership stays personal, which records still need to be kept?

How to use this

  • Describe the property and the people involved.
  • Read the question groups that match those answers.
  • Take the list to qualified legal and tax advisers.

What this tool does

  • Lists questions under personal ownership, company or SPV, trust or foundation, financing, tax, succession, governance and accounting.

What this tool does not do

  • Recommend an ownership structure.
  • Explain how a particular country will tax the property.

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