• Published On: November 27, 2025|3.9 min read|

    The Rise of the Global Family Office — And How HNW Families Can Borrow Its Best Ideas

    Discover how high net worth families can adopt the structure and discipline of a modern family office. Learn the key principles for cross border tax planning, investment governance, succession and long term wealth management.

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  • Published On: November 10, 2025|4.9 min read|

    How to Choose the Right Financial Adviser Before Moving Abroad (UK Residents Planning to Relocate)

    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.

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  • Published On: November 7, 2025|6 min read|

    Should You Sell or Keep Your UK Property When Moving Abroad?

    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?

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  • Published On: October 1, 2025|2.4 min read|

    The UK Statutory Residence Test in 2025 – Still the Bedrock for Expats

    With the UK moving from a domicile-based tax system to a residence-based system, understanding the Statutory Residence Test (SRT) has never been more important. For expats, this test is the starting point for determining UK tax liability. Get it wrong, and you could face unexpected income tax, capital gains tax, or inheritance tax exposure.

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  • Published On: September 22, 2025|5 min read|

    Flag Theory: A Smart Play for UK Residents Fed Up with Taxes and Thinking of Relocating

    Flag Theory is a strategy for international living and wealth planning. Think of it as planting “flags” (residency, citizenship, banking, investments, business, lifestyle) in different countries to reduce taxes, protect your assets, and increase freedom.


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  • Published On: January 21, 2025|3.4 min read|

    Will my SIPP be subject to Inheritance Tax even if I live abroad?

    The new rules mean that pensions will form part of an individual’s estate for inheritance tax (IHT) purposes. This blog explores the implications of these changes and what they mean for you.

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  • Published On: November 8, 2024|3 min read|

    Important Changes to UK Pension Transfers to QROPS

    Following the Autumn Budget 2024, the UK Government unveiled significant reforms to the rules governing pension transfers to Qualifying Recognised Overseas Pension Schemes (QROPS).

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  • Published On: October 16, 2024|5.4 min read|

    Advantages of Offshore Bonds for Non-Doms living in the UK

    One of the major announcements in this year’s Spring Budget was news that the current tax regime for ‘non-domiciled’ UK residents is changing. For ‘non-doms’ out there, it’s worth understanding what changes are being introduced – and when – and the implications from a tax perspective.

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  • Published On: June 5, 2023|3.9 min read|

    
Establishing a Domicile of Choice: A Guide to Finding Your Legal Home

    Your domicile, often referred to as your legal home, holds significant implications for various legal matters, including taxation, inheritance, and jurisdictional matters. While your domicile is typically determined by your place of birth or origin, it is possible to establish a domicile of choice in a different location.

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  • Published On: November 19, 2021|6.3 min read|

    A Short Guide to UK Inheritance Tax

    These tips and tricks are all great ways to increase the efficiency of your estate after your death.

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