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Plan both sides of the move

Plan the departure side of your family move

Choosing a destination is only one side of family relocation. The country you leave can shape tax, healthcare, finances, documents and the home you keep behind. Start with the shared questions, then follow the rules that apply where your family lives now.

Where you are nowPrepare to leave

Tax · records · finances · home

Southeast AsiaBuild a workable life

Visa · school · care · budget

Useful wherever you start

Begin with the parts every family needs to plan

These five detailed guides show what to organise from home, what varies by country and where an official or professional answer is still needed.

  • International family moving checklist

    Put visas, schools, healthcare, tax, documents, travel and the first weeks into one sensible timeline.

    Use the worldwide checklist
  • Tax residency when moving

    Separate departure-country residence, destination residence, treaties, ongoing income and filing duties.

    Plan the tax questions
  • Banking and investments

    Check account access, address changes, tax-residence reporting, transfers and backup payment routes.

    Prepare your finances
  • Health records and prescriptions

    Prepare a clear clinical handover, ongoing care, vaccinations and lawful medicine supplies for every family member.

    Prepare family health records
  • School records for an overseas move

    Explain placement, curriculum, attainment and learning support so a new school can make an informed decision.

    Prepare the school transfer

Your departure country changes the answer

Six checks to complete before making irreversible plans

The topic is universal; the rule is not. Record the official answer for the country you are leaving and keep the source beside it.

TopicWhy it variesWhat your family needs to establish
Tax residenceLeaving a country does not always end tax residence or filing duties on departure day.The residence test, departure return, ongoing local income and any treaty position.
HealthcarePublic cover, reimbursements and access to records differ by national system.When existing cover ends, which records to request and what insurance starts next.
Banking and investmentsSome providers restrict accounts, products or contributions after a customer moves abroad.Which accounts can remain open, what address rules apply and how you will transfer money.
Property and homeSelling, renting or keeping a home can affect cash flow, tax, insurance and your option to return.A documented plan for the property, utilities, insurance, post and trusted local contact.
Documents and drivingBirth, marriage, school and driving documents may need certified copies, translation or legalisation.Which original documents each destination authority needs and how long preparation takes.
School and family recordsAdmissions teams and healthcare providers may need records before the family arrives.Reports, references, vaccination history, learning-support records and consent arrangements.

Leaving the UK

The complete UK departure library is ready

Work through HMRC, tax residence, pensions, investments, NHS records and your home without mixing them into the destination decision.

Moving from the United States

The complete US departure library is ready

Plan federal and state tax, retirement accounts, healthcare, property and the family departure sequence before changing your address or employment.

Moving from Australia

The complete Australian departure library is ready

Plan ATO tax, super, Medicare, property, banking and official admin before changing the family's address, employment or long-term arrangements.

Moving from Canada

The complete Canadian departure library is ready

Plan CRA tax, registered savings, CPP and OAS, provincial healthcare and property before changing the family's residence or long-term arrangements.

Moving from Europe

The European departure library is ready

Separate European coordination from national rules, then use the dedicated Ireland, Germany, Netherlands or France guide to connect tax, healthcare, pensions and registration to the destination.

Now look the other way

Which Southeast Asian destination fits your family?

Compare all five countries or answer seven practical questions for an immediate shortlist.

Common questions

Questions about planning the departure side

Is leaving your home country the same process everywhere?

No. The planning topics are similar, but the legal answers depend on the country you leave, your citizenship, your family circumstances and the destination. Use this page to organise the questions, then confirm the answers with the responsible authorities and providers.

Does moving abroad automatically make us non-resident for tax?

Not necessarily. Countries use different residence tests, and citizenship, a retained home, working days, family ties or local income can continue to matter. Check both the departure country and destination rules for the same tax year.

Should we choose a destination before doing departure admin?

Create a realistic destination shortlist first, then work on both sides in parallel. Visa documents, school dates, tax timing, property notice periods and healthcare cover can affect the departure date, so waiting until every destination decision is final can create avoidable pressure.

Which departure countries have detailed SettleHappy guides?

The United Kingdom, United States, Australia, Canada and Europe now have complete departure libraries. The Europe section explains regional frameworks and routes readers to national authorities, while the worldwide guides remain useful from any starting country.

Can this page replace tax, immigration or financial advice?

No. It organises the questions; it does not give personal advice. Use official sources for current rules and seek suitably qualified advice when tax residence, investments, property, employment or immigration depends on your individual circumstances.

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Before you go

Take the family move checklist with you

A practical PDF to help you research schools, visas, healthcare, housing and moving day in a sensible order.

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