Property-Linked Residency

Property and residency are often considered together, but they should not be treated as a single transaction.

A property may support a qualifying residence strategy in certain jurisdictions, but its legal ownership, liquidity, financing, rental use, tax treatment, inheritance position, and exit restrictions may be equally important to the family’s long-term outcome.

L’Heritage coordinates property selection and residency planning so that the asset serves both its immediate purpose and the family’s wider wealth architecture.

Areas of focus

• Property-qualifying residence routes
• Legal ownership and title review
• Investment thresholds and transfer evidence
• Personal, joint, or corporate ownership
• Family use, rental, and lifestyle objectives
• Holding period, resale, and exit planning

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What the advisory may include

• Residency and Property Alignment Review — Confirm whether the proposed acquisition is capable of supporting the intended residence route.
• Qualifying Property Assessment — Review location, project status, ownership category, minimum value, developer position, and programme eligibility.
• Ownership Structure Analysis — Compare personal, joint, corporate, leasehold, freehold, or other permitted ownership forms, subject to local counsel.
• Legal Due Diligence Coordination — Engage qualified lawyers to review title, encumbrances, contracts, permits, developer authority, and transfer mechanics.
• Developer and Counterparty Review — Assess project background, delivery history, payment milestones, and relevant transaction risks.
• Source-of-Funds Preparation — Coordinate bank evidence, transfer records, foreign-exchange documentation, and payment trails.
• Financing Review — Consider whether financing is permitted and how debt may affect qualifying investment values.
• Residency Application Coordination — Align the purchase timeline, registration, investment evidence, and immigration submission.
• Family and Succession Considerations — Review co-ownership, inheritance, marital property, beneficiary arrangements, and future control.
• Exit Strategy Review — Consider required holding periods, resale conditions, residence renewal consequences, and repatriation of proceeds.
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