Tax for expats

If you’re planning to relocate abroad, find out how a UK-qualified financial adviser can help you prepare. Learn about tax residency, Double Taxation Agreements (DTAs), the Statutory Residence Test (SRT), offshore accounts, and how to structure assets before you leave.

For many people leaving the UK, one of the biggest decisions isn’t what to pack, it’s what to do with the family home or investment property. Should you sell before you leave, or keep it and rent it out while you live abroad?

Digital nomads can work anywhere, but tax rules still follow. Discover why you can’t be a “tax nomad” and how to plan your residency correctly.

There are five essential qualities of a good offshore financial planner for HNW expats. From governance and evidence-based investing to multi-jurisdictional expertise, discover what sets the best apart.


Discover what makes the best offshore financial advisers for UK expats. Explore key qualities such as regulation, cross-border expertise, and transparency, with guidance tailored for HNW families.


Talk of a UK wealth tax is back in the headlines — and recent developments suggest this is no longer just political noise. In the last few weeks, senior political figures and commentators have floated serious proposals to introduce a new tax on net wealth in the UK, aimed at narrowing the widening fiscal gap. While no formal legislation is in place yet, the direction of travel is clear — and for high-net-worth individuals (HNWIs), the window for proactive planning may be narrowing.

In this blog, we will explore the concept of trust planning for UK ex-pats and highlight its significance in securing your financial future.

In this blog, we will explore the concept of trust planning for UK ex-pats and highlight its significance in securing your financial future.

Financial advisers can be valuable resources for individuals seeking to manage their money and achieve their financial goals. While many people believe that financial advisers simply provide investment advice, they actually offer a range of services that can help their clients achieve financial success. In this blog, we’ll explore how financial advisers add value and the benefits they can offer.

Thinking of moving or retiring to Portugal? The Portuguese Golden Visa program was most recently updated on January 1, 2022, with some quite significant changes. For example, removing some locations within Portugal where property investment was previously included and increasing the amount of investment required.

I specialise in helping individuals maximise their pension savings. Helping them understand potential ways of reducing tax on their pensions.Jessica Cook LLB (Hons) DipFA ACSITo find out more you [...]

On 1 January 2019, the Malta Financial Services Authority introduced new pension rules to apply to all Malta pension schemes. There was a transitional period of 6 months but [...]

At outset of a Discounted Gift Trust, or DGT as they are commonly referred to, the settlor requests a series of regular capital payments payable for their lifetime, or [...]

An offshore investment bond is a tax wrapper that can hold different kinds of financial products including stocks, shares, mutual funds and structured notes. There are many advantages to how offshore investment [...]

The lifetime allowance for the tax year 2019/20 is £1,055,000 and it is likely to increase in line with inflation at the end of the current tax year.While most people aren’t [...]

The State Pension is a regular payment from the government most people can claim when they reach State Pension age.How much is the UK State Pension?The State Pension changed [...]

Capital gains taxWhat is capital gains tax?CGT or Capital gains tax is a tax due on the gain made from the disposal of assets.  The tax is due on [...]

Divorce is about severing ties and starting over.  The people who do this most successfully think about their finances before they sign the divorce decree. However many people get [...]