Tax & Wealth Planning

Tax Residency Planning

Mexican tax residency obliges the taxpayer to report worldwide income and disclose assets to SAT. For the foreign investor, the decision is strategic: it changes the ISR base, activates or deactivates treaties, and reshapes succession planning. IBG Legal evaluates the case, executes the entry or exit, and maintains annual compliance.

For

  • International real estate buyers
  • Developers and institutional investors

Territorial coverage

  • Cancún
  • Mexico City
  • Tulum
  • Cozumel
  • Puerto Aventuras
  • Playa del Carmen
  • Holbox & Isla Mujeres
  • San Miguel de Allende
  • Querétaro

More services in this line

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A complimentary initial consultation with the responsible partner. Trilingual — Spanish, English, French.

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