Relocating to the Philippines
The workbook for anyone moving to the Philippines from the UK, the US, Australia, Ireland or anywhere else: which residence route fits you, what the SRRV really ties up and costs in your case, how your home country keeps taxing your pension, and how your first 90 days in Davao run. With worksheets, checklists and worked examples you fill in with your own numbers.
Payment runs through Stripe. The guide arrives as a PDF at this address.
What the guide contains
- The route comparison puts tourist extensions, the SRRV, the 13A, the SIRV, the Quota Visa and the 9G on one page, with a decision table by age, pension and family.
- Four SRRV cases worked in full, from a single retiree to a family of five, with deposit, fees, annual fee and the cash you need to hold, every step shown.
- The pension grid: state, workplace, private and government pensions, with worked UK, US and Australian examples of who taxes what once you live in Davao.
- The Philippine tax worksheets: a Davao condo rental taxed both ways, gift and estate tax on a condo, and the tax on your deposit interest.
- The monthly budget for Davao as a fill-in worksheet, with two completed households in pesos and US dollars.
- The 90-day plan from six months before your flight to the end of your first quarter in Davao, with every official deadline.
Contents
- 1 The self-test
- 2 Why Davao: the Davao-Singapore model
- 3 The residence routes compared
- 4 The SRRV step by step
- 5 The Pension Plan LLC as a route to the pension proof
- 6 Philippine tax for a resident foreigner
- 7 The home-country side
- 8 Banking, housing, health and your budget
- 9 The first 90 days
- 10 The document file
- 11 The twelve costliest mistakes
- 12 Questions for your adviser
- 13 Glossary
Good to know
You order it on this page and receive the PDF by email straight away, with your order number on the back page. Print the worksheets or fill them in on screen.
The website explains the routes. The guide works them through: four complete SRRV cases, the pension grid with UK, US and Australian examples, the Philippine tax worksheets, the monthly budget, the document file and a 90-day plan you can tick off.
No. It prepares you so that your conversation with us, or with your tax adviser, starts with your numbers instead of the basics. The decision on your own case still needs an individual review.