Cross-Border Investment Tax Compliance Platform
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Automatically calculate, track, and file taxes on investments, RSUs, and retirement accounts across multiple countries.
Added May 22, 2026
7 signals
The Problem
People with cross-border income, employer stock awards, RSUs, retirement rollovers, and ISAs struggle to understand tax obligations and reporting requirements across jurisdictions. They face confusing rules about capital gains thresholds, dual-residency taxation, and employer equity events, leading to anxiety, missed filings, and costly mistakes.
Potential Solution
A SaaS platform that connects to brokerages, retirement accounts, and employer equity systems via API to automatically detect taxable events (RSU vesting, share sales, ISA transfers, retirement rollovers) and generate jurisdiction-specific tax reports. The tool handles multi-country residency rules, tracks allowances/thresholds, and produces filing-ready documents for users and their accountants.
Why Now?
Remote work has dramatically increased the number of people earning across borders while equity compensation and self-directed investing have become mainstream, creating a surge in complex tax situations that traditional software like TurboTax cannot handle.
Investing in the UK as a dual national with Finnish citizenship vs the inverse + advice in general
Dear investors/finance people, I have an issue that I want to talk through anonymously. I started investing about a year ago on IBKR and have since grown 4k into 9k. If things go on like this then I will need to declare something at some point as the money is no longer just a game. Here is a screenshot as proof: [https://gifyu.com/image/b7e8u](https://gifyu.com/image/b7e8u) . Another useful bit of info is that I have dual nationality with Finnish and British nationality and am in fairly low tax brackets as a young adult in both countries. What should I do to move forward? My dad says he was only asked to do a proper tax return when he bought his first house...
Selling shares (awarded over the years to me in work) - tax and revenue declaration?
Hi Folks, Its likely this question has been asked before. Over the years in work I have been given RSU's (I believe that is what they care called) and I have a total amount sitting in my portfolio. I have never went near them or done any transactions with them. Anytime I was given them I just let them sit idle. Recently I've been thinking about trying my hand at selling a few of them. After some light reading I understand I can sell a certain amount and once under the value of €1270 no capital gain tax is due. However this sale still need to be reported/highlighted to revenue by myself via a CG1 form? My question is: If I want to sell a certain amount of shares that makeup €1200 is it a case of me recieving this as a cash payment directly into my bank account? Then from that point I have until Dec to declare this Capital Gain to Revenue via CG1? Many thanks in advance for any feedback
Recommendation for CPA / tax advisor in Vancouver for high-income tax planning
Looking for recommendations for a strong CPA / tax advisor in Vancouver (or Canada) for more advanced tax planning. Background: * Canadian citizen based in Vancouver * Senior engineering leadership role in tech * T4 employee in a top marginal tax bracket (\~$800k/yr) * Fully remote role with geographic flexibility Given my situation, I’ve started thinking more proactively about long-term tax planning over the next 1-3 years and whether there are smarter structures worth exploring. Some of the areas I’m trying to better understand: * Remaining a T4 employee in Canada vs contractor / corporation * Canadian tax residency / non-residency considerations * Working remotely abroad for a period of time * Tradeoffs if my longer-term goal is to eventually return to Vancouver while accelerating financial independence / early retirement I’m **not looking for basic tax filing help**, more for someone experienced with: * high-income individuals * cross-border / residency planning * globally mobile professionals * longer-term tax strategy Would especially appreciate: 1. Recommendations for strong CPAs / tax advisors (or tax lawyers) you’ve personally worked with 2. Real-world experiences from people in similar situations I’ve come across names like Hutcheson, Trowbridge, Taxinternational, Serbinski, etc., but would love candid feedback. Thanks!
Employer took stocks back 5+ months after getting fired?
I dont have much investing/stocks experience so this may be a stupid question: I elected to have deductions taken out for retirement at this job with a company match, and then I did a rollover with Fidelity after getting fired but never set anything up after that. So the $ has been sitting in an account barely gaining any interest since last year. I noticed today that on March 30th my portfolio went from a steady 2k down to $0, and then up to $1300 the next day. I contacted Fidelity live chat and was told "oh you made a withdrawl, click here to see your history" but i see no withdrawls, only an entry for -23 stocks and another for -47 stocks, both on March 30th. I asked if the company can take stocks back after i am gone and was told "Right, my understanding with stock plans is the shares need to vest - if they don't go through that vesting period they are forfeited. ". When I google "vesting stocks" i see examples like "1k shares over 4 years, 250 shares per year" but no mention of what happens if you dont stay for that whole period. I was under the assumption that my stocks were essentially "supplimental" income, instead of paying me more $ i got stocks instead. So its confusing me as to how a company can say "lol jk" and take it back. I worked there for about 9 months, so if my stocks werent "vested" i could understand losing them. What i dont understand is how i only lost 30-40% instead of all of it. Did i hit the cutoff for some stocks to vest but not others?
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