Your starting point
Create a clear record of dates, income and countries involved. Use official tax guidance and qualified advice to establish what applies to you.
A productive adviser meeting starts with a concise factual record and clear questions. Use the steps below to organise a decision, not to infer an official approval, a guaranteed price or a universal deadline.
Work through the decision
Verify the adviser
Check professional credentials, relevant cross-border experience, fees and scope.
Prepare the file
Organise dates, countries, income categories, assets and existing official correspondence.
Agree the outcome
Ask for written conclusions, assumptions, outstanding information and who handles each follow-up.
Adapt this to your circumstances
Keep citizenship, current residence, household needs and the location of the home separate in your notes. Ask the responsible authority, institution or qualified professional to confirm any requirement that affects your situation. A checklist used by another household may not apply to yours.
Sources and checks
Tax Authority — buying a home: IMT and stamp duty — an official starting point for this topic. The relevant page, its scope and effective date must be checked before a consequential decision.
No market prices, eligibility thresholds or legal deadlines have been invented for this guide. Dates in personal planning tools are suggestions or values you supply.
Make it practical
Open the Document and Deadline Tracker to keep the information you collect with your own assumptions, notes and next actions.
Open Document and Deadline TrackerSomething needs correcting? Report this page with its URL and a specific source.
