Insights & research
Articles from our advisory team
Fixed Interest Investments in 2026: Gilts, Bonds and Savings Rates in a Higher-Rate World
After years of near-zero yields, fixed income is back. We examine gilt yields, corporate bond spreads, savings account rates and NS&I Premium Bonds — and what the higher-rate environment means for investors seeking reliable income.
Read article →Financial PlanningThe 4% Rule: Does Safe Withdrawal Rate Investing Work for International Retirees?
The famous 4% rule was designed for US-based retirees with US portfolios — here is what internationally mobile retirees need to know before relying on it.
Read article →InvestmentsFrench PEA and Assurance-Vie for International Investors: What Non-Residents Need to Know
How France's Plan d'Épargne en Actions and assurance-vie structures work for non-resident investors: tax treatment, eligibility rules, the UK-France double tax agreement, and how these vehicles interact with non-French wealth planning.
Read article →Market AnalysisFrontier Market Investing: High Risk, High Reward
An honest guide to frontier market investing in 2026 — what frontier markets are, how to access them, the genuine risks involved, and whether they belong in an international investor's portfolio.
Read article →Financial PlanningFunding Your Parents' Care From Abroad: Long-Distance Care Planning
Managing and funding a parent's care from overseas is one of the most stressful financial challenges facing expat families — a proactive plan makes it manageable and protects everyone involved.
Read article →InvestmentsFX Forward Contracts and Currency Hedging for International Investors
A practical guide to currency hedging using forward contracts, options, and other instruments — helping internationally mobile individuals and investors protect wealth against foreign exchange risk.
Read article →Wealth ManagementA Systematic IHT Gifting Programme: How to Transfer Wealth Tax-Efficiently
Systematic inheritance tax gifting: annual exempt amounts, small gifts, normal expenditure out of income, wedding gifts, PETs versus CLTs, the seven-year taper table, and how to keep records that protect your executors.
Read article →Wealth ManagementGenerational Wealth Transfer Strategies for Internationally Mobile Families
The Great Wealth Transfer is under way. For internationally mobile families, passing wealth to the next generation requires coordination across jurisdictions, legal systems, and tax regimes.
Read article →Market AnalysisGeopolitical Risk and Investment Portfolios: How to Position for an Uncertain World
Armed conflict, trade wars, and political instability are permanently embedded features of global markets. This guide explains how geopolitical risks affect portfolios and how to build resilience against them.
Read article →InvestmentsGeopolitical Risk and Your Investment Portfolio: A Practical Guide
How geopolitical risks — wars, sanctions, trade conflicts, and political instability — affect investment portfolios, and practical strategies for internationally mobile investors to manage and reduce exposure.
Read article →Market AnalysisGeopolitical Risk and Investment Portfolios: Managing Uncertainty in 2026
Geopolitical risk has moved from a peripheral consideration to a central input in investment decision-making. Here is a structured framework for internationally mobile investors in 2026.
Read article →Expat LifeLiving in Georgia (the Country) as an Expat: Flat Tax and Low Cost of Living
Georgia has emerged as one of the most talked-about destinations for digital nomads, remote workers, and tax-conscious entrepreneurs — with a 20% flat income tax, territorial tax for certain residents, an extremely low cost of living, and a surprisingly easy process to establish residency.
Read article →Financial PlanningGetting Married Abroad: Financial Planning and Legal Considerations
Getting married internationally involves legal recognition, tax changes, financial account updates, and estate planning decisions that are often overlooked in the excitement of an overseas wedding.
Read article →Tax PlanningGifting Property to Children: CGT, SDLT, and IHT Considerations
A thorough guide to the tax consequences of gifting property to children in the UK: capital gains tax on disposal, SDLT where a mortgage is assumed, IHT and the seven-year rule, the reservation of benefit trap, and how to structure the transfer correctly.
Read article →Market AnalysisUK Gilt Yields and the Bond Market in 2026: What Investors Need to Know
Rising gilt yields are reshaping mortgage costs, pension funding, and fixed-income portfolios. Here is what the 2026 bond market environment means for internationally mobile investors.
Read article →Citizenship & ResidencyGlobal Citizenship Planning: The New Wealth Management
Global citizenship planning — strategically acquiring residency rights, citizenships, and tax positions across multiple countries to create optionality and freedom — has moved from the domain of the ultra-wealthy to the mainstream for internationally mobile high-net-worth individuals. The British professional who spends a career spanning multiple countries faces questions that no single adviser, traditionally structured, was designed to answer.
Read article →InvestmentsGlobal Infrastructure Investing: The Multi-Trillion-Dollar Opportunity
Infrastructure is experiencing a decade of under-investment followed by urgent demand for renewal — for HNW investors, it offers inflation-linked income and genuine portfolio diversification.
Read article →Market AnalysisGlobal Investment Outlook 2026: Key Themes for Internationally Mobile Investors
From the energy transition to deglobalisation, we map the structural forces reshaping global markets in 2026 and what they mean for internationally mobile investors.
Read article →InvestmentsRebalancing a Global Portfolio: Strategies and Frequency
Portfolio rebalancing maintains your target risk profile and can modestly improve risk-adjusted returns — but for international investors, tax costs, transaction costs, and currency factors require careful management.
Read article →Property InvestmentGlobal Property Investment Guide 2026: Eight Key Markets Compared
International property investment means choosing between very different markets — each with distinct yields, tax treatment, ownership rules for foreigners, and risk profiles. This guide compares eight of the most popular markets for international investors: UK, UAE, Spain, Thailand, Cyprus, Greece, Egypt, and Bali.
Read article →Property InvestmentGlobal Property Investment Outlook 2026: Key Markets Reviewed
Property markets across the key expat investment destinations are behaving very differently in 2026. Here is an honest assessment of where values, yields, and regulatory conditions stand in Dubai, the UK, Spain, Portugal, Cyprus, and Thailand.
Read article →Property InvestmentGlobal Real Estate Outlook 2026: Where International Investors Are Looking
International property markets are diverging sharply in 2026. Some markets — Dubai, the Greek islands, Spain's coastal areas — remain strong. Others, including parts of the UK and some Australian cities, are experiencing a post-rate-cycle cooling. Here is where value lies for international investors.
Read article →InvestmentsGlobal REITs: A 2026 Investment Guide for International Investors
Real estate investment trusts (REITs) offer globally mobile investors liquid exposure to income-generating property worldwide — with distinct sector and regional characteristics that reward careful selection.
Read article →Market AnalysisTariffs, Trade Tensions, and Your Portfolio: An Investor's Guide for 2026
How the US tariff regime is reshaping global supply chains, which sectors and economies win or lose, currency effects of protectionism, and how a diversified portfolio should respond to sustained trade tensions.
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