wealth transfer

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.


The Budget will take place on Wednesday 26 November, the chancellor has announced. With the UK shifting from a domicile-based to a residence-based tax system, the 2025 Budget is likely to bring further adjustments that expats need to watch closely.

As we approach six months since Labour’s budget in October, the financial landscape continues to evolve. The key tax changes—initially proposed by the Conservative government and now implemented by Labour—have already had a significant impact. In particular, the radical adjustments to inheritance tax (IHT) have led to a wave of high-net-worth individuals leaving the UK in 2024. While some aspects of the new tax regime remain unclear, this blog summarises the key developments

Most of us have heard about the 7-year gifting rule in relation to UK IHT planning. But the '7-year rule' isn't the whole picture. You need to know about the '14-year rule' Here's why ..

Ever thought about the potential taxes on your life insurance? Here's how to sidestep it, to ensure your loved ones get the full benefit.

Did you know, that in the UK, gifting out of surplus income is a powerful strategy to mitigate Inheritance Tax (IHT) without the 7-year rule? 

In the UK, the steps following a death can be intricate, and understanding them can provide a small semblance of structure during such a tumultuous time.

This detailed analysis emphasises the criticality of establishing a Trust during one's lifetime, particularly in the backdrop of second marriages, to shield assets and guarantee that offspring from prior unions are not unintentionally disinherited.

A family investment company (FIC) is a legal entity that is specifically designed for wealth management and succession planning within a family.

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

Understanding and defining a clear purpose for family wealth and succession planning is essential for building a lasting legacy and ensuring the prosperity and unity of future generations.

In this blog, we delve into the importance of writing a will, emphasizing the benefits it provides to both you and your loved ones.

There's one critical aspect that often gets overlooked—the nomination beneficiary form. While it may sound technical and insignificant, this simple document holds tremendous significance in safeguarding your legacy.

Understanding the steps involved in the probate process can help you navigate this often complex and lengthy procedure. In this comprehensive guide, we will outline the probable process in the UK, shedding light on the key steps involved.

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.

As the population in the UK ages, many families are faced with the challenge of transferring their wealth to the next generation. This process is known as intergenerational wealth transfer and can have significant implications for both the giver and the receiver. In this blog post, we will discuss some of the key considerations for UK residents looking to transfer their wealth in 2023.