A household preparing to move
- Current country
- Canada
- Possible destination
- Portugal
- Timing
- Next year · exact date to confirm
- Priorities
- Residency questions, housing and records
A LOOK INSIDE THE PREPARATION
Know what you’re building before you begin.
A useful departure plan makes your facts easier to find and your open questions easier to discuss.
EXAMPLE / CANADA TO PORTUGAL
The facts to confirm.
Questions that need attention
- What will happen to the Canadian home?
- Will the household move together?
- What destination immigration permission is needed?
- Which accounts and investments will be retained?
- Which facts and dates should an adviser review?
Turn questions into preparation tasks.
Residential ties
Record intended housing arrangements, household timing, work arrangements and expected travel.
Evidence to gather: agreements, key dates and a travel record.
Accounts & assets
List account types, property, investments and any business interests. Note records or values still to obtain.
Open question: which items need specialist valuation or tax review?
Professional questions
Prepare the questions about residency, possible departure obligations and ongoing Canadian-source income.
An adviser assesses your individual position and any required filings.
A USEFUL HANDOFF
Make your next discussion more focused.
Download the free adviser meeting worksheet (PDF, 2 pages) and record your own facts, questions and agreed next actions.
Keep known facts, missing evidence and questions separate. Bring the resulting preparation file to the professional who can assess the decisions.
The free planner also includes a day tracker and budget. A separately purchased compiled report brings submitted information together; a written review has its own agreed scope.
Example adviser agenda
- Review household, housing and travel facts.
- Discuss the intended departure date and remaining ties.
- Identify assets that need further review.
- Confirm filing questions and time-sensitive obligations.
- Agree who will do each next step.
Ready to use your own facts?
Start without a card or an account. Choose your route and work through the questions at your own pace.
Want a paper reference? The free departure checklist is available immediately, without an email signup.