Category
Wealth Management
Beyond the Non-Dom Exodus: Why Wealth Expatriation Is Repositioning, Not Escape
The media frames it as an exodus. I see something quieter and more considered: wealth expatriation — rational, compliant repositioning of jurisdictional risk by a far broader group than the ultra-rich.
Read article →Wealth ManagementFive Wealth Expatriation Mistakes I See High-Net-Worth Families Make
Neil A Robbirt on the five recurring wealth expatriation mistakes — from chasing zero tax to acting piecemeal — and the disciplined fixes that protect mobile families.
Read article →Wealth ManagementThe Great Wealth Migration: Where the World's Capital Is Moving in 2026
A first-person read of the 2026 wealth-migration map — the UAE's lead, the UK's outflow, and what the flows tell mobile families about wealth expatriation and positioning capital.
Read article →Wealth ManagementThe Multi-Jurisdictional Playbook: How Families Actually Protect Wealth Across Borders
The wealth expatriation playbook the wealthy actually use to protect capital across borders — separating residency from asset-holding, combining jurisdictions by role, and staying fully compliant.
Read article →Wealth ManagementWealth Expatriation: The New Vertical Redefining International Wealth Planning
Our Founder and Chairman names the discipline Global Investments calls wealth expatriation — not a service bolted onto tax advice, but a distinct vertical: the architecture that coordinates everything else.
Read article →Wealth ManagementHow AI Tools Are Changing Personal Finance Management
AI tools are genuinely useful for routine financial tasks — but for complex international situations, they can give confidently wrong answers. Know the boundaries.
Read article →Wealth ManagementArt as Collateral: Borrowing Against Collectible Assets
Art-secured lending has grown into a multi-billion dollar market, offering collectors liquidity against illiquid assets — but valuation uncertainty, storage costs, and interest rates make it expensive.
Read article →Wealth ManagementArt Collection Estate Planning: Tax, Valuation, and Passing Your Collection On
Art collections create unique estate planning challenges — from IHT valuation to conditional exemption and the legal risks of international movement. Here is what collectors and their advisers need to understand.
Read article →Wealth ManagementAsset Protection Through Trusts: What They Can and Cannot Do
How trusts protect wealth from creditors: fraudulent conveyance law, s423 Insolvency Act 1986 limitations, legitimate business uses vs avoidance, offshore trust robustness, and UK resident trust limitations.
Read article →Wealth ManagementCayman Islands and BVI: Offshore Corporate Structures for Investors
A clear-eyed guide to the Cayman Islands and British Virgin Islands as offshore financial centres — their legitimate uses for international investors, the structures they offer, and the compliance landscape in 2026.
Read article →Wealth ManagementChannel Islands and Isle of Man: Offshore Financial Centres Explained
A detailed guide to Jersey, Guernsey, and the Isle of Man as offshore financial centres — their regulatory frameworks, tax regimes, financial products, and role in international wealth planning.
Read article →Wealth ManagementCharitable Giving Strategies for High-Net-Worth Individuals
Strategic charitable giving can significantly reduce the tax cost of philanthropy while maximising the amount reaching the causes you care about. A guide to the vehicles and strategies available to HNW donors.
Read article →Wealth ManagementCharitable Giving and Philanthropy for HNW International Clients
How internationally mobile HNW individuals can structure charitable giving for maximum impact and tax efficiency — covering cross-border philanthropy, charitable foundations, and the key vehicles available.
Read article →Wealth ManagementPhilanthropy Structures for UK HNW Individuals: A Practical Guide
From Donor Advised Funds to Charitable Incorporated Organisations, there are multiple ways to structure philanthropic giving in a tax-efficient manner. This guide covers the options available to UK high-net-worth individuals, including giving while non-resident and the impact of the FIG regime.
Read article →Wealth ManagementChoosing an Investment Platform as an Internationally Mobile Person
Most UK investment platforms will restrict or close your account when you move abroad. This guide explains which platforms are accessible to international investors, what to look for, and why an offshore bond wrapper is often the most practical long-term solution for internationally mobile clients.
Read article →Wealth ManagementCompany Insolvency and Director Personal Liability: What Business Owners Need to Know
Limited liability protects most company directors from personal liability — but not always. Understanding when personal liability arises, what assets are at risk, and how to plan legitimately before business risk materialises is essential for every business owner.
Read article →Wealth ManagementCross-Border Estate Planning: A Complete Guide for Multi-Jurisdiction Estates
When your assets span several countries, estate planning becomes a legal puzzle. Here is how internationally mobile families navigate UK domicile rules, overseas forced heirship regimes, and the practical challenges of multi-jurisdiction wills.
Read article →Wealth ManagementDeath Abroad: What Happens to Your Assets and How to Plan for It
Dying abroad without proper planning leaves a complex, expensive, and distressing burden for your family — this guide explains what happens and how to ensure your wishes are carried out.
Read article →Wealth ManagementDiscretionary vs Advisory Wealth Management: Key Differences
Discretionary and advisory mandates represent fundamentally different relationships between client and wealth manager — understanding which suits your needs is a critical first step.
Read article →Wealth ManagementDonor-Advised Funds: Tax-Efficient Giving for Global Investors
How Donor-Advised Funds work, why they are one of the most flexible and tax-efficient giving vehicles for internationally mobile investors, and how to use them to fund global charitable causes.
Read article →Wealth ManagementDynastic Wealth Planning: Preserving Wealth Across Generations
Dynastic wealth planning combines legal structures, investment governance, and family education to preserve capital and values across multiple generations of a wealthy family.
Read article →Wealth ManagementEmployee Ownership Trusts: The CGT-Free Business Exit Route Explained
Selling your company to an Employee Ownership Trust can be completely free of Capital Gains Tax. We explain how the EOT route works, the qualifying conditions, the benefits for sellers and employees, and how it compares with a trade sale or MBO.
Read article →Wealth ManagementEstate Planning for Internationally Mobile Blended Families
Second marriages, step-children, and assets in multiple countries create estate planning complexity that a standard will cannot adequately address. A guide to the structures available for internationally mobile blended families.
Read article →Wealth ManagementEstate Planning for Business Owners: Protecting What You Have Built
For business owners, the business is often the primary asset — illiquid, hard to value, and inseparable from the owner's involvement. Estate planning for business owners must address not just who inherits but whether the business survives the transition.
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