Insights & research
Articles from our advisory team
QROPS vs SIPP for UK Expats: A Detailed Comparison
Should you transfer your UK pension to a QROPS or keep it in a SIPP? The answer depends on where you live, how long you plan to stay, and what you want to achieve. This comparison covers the key trade-offs — including the 25% Overseas Transfer Charge trap that costs expats dearly.
Read article →Financial PlanningBehavioural Finance: The Psychological Biases That Cost Investors Money
Even the most financially sophisticated investors are susceptible to psychological biases that destroy returns. Understanding and correcting for these biases is among the highest-value work in wealth management.
Read article →InvestmentsHow to Rebalance Your Portfolio in a Tax-Efficient Way
Rebalancing keeps your portfolio on track but can trigger avoidable tax. Here is how to rebalance efficiently using wrappers, contributions, and timing.
Read article →Market AnalysisQE, Quantitative Tightening, and What It Means for Your Investments
Central bank quantitative easing inflated asset prices across equities, bonds, and property simultaneously. Quantitative tightening is reversing some of this. Understanding what QE actually did — and what a more normal rate environment means — is essential context for any investor in 2026.
Read article →News & UpdatesResidency by Investment Through Real Estate: A Guide to the Best Jurisdictions in 2026
Residency planning has become an active part of wealth structuring for internationally mobile families. The combination of tightening immigration policies in established markets, rising tax pressure across the EU and UK, and increased scrutiny of cross-border wealth has shifted residency from a life
Read article →News & UpdatesQNUPs: Understanding Their Role in Tax Planning for Your Retirement
Qualifying Non-UK Pension Schemes (QNUPs) have become increasingly popular among UK residents and expats as an effective tax planning tool for retirement. In this blog post, we'll delve into the concept of QNUPs, how they work, and their benefits in terms of tax planning.
Read article →News & UpdatesReflections on UAE National Day: Why Dubai is the Best Place to Live, Work, and Thrive
I’ve lived in Dubai for 18 years, and every day, I’m reminded why I made the right choice to call this incredible city my home. As someone who is both career-driven and family-oriented, Dubai has offered me a life that balances ambition with comfort, adventure with security, and opportunity with pea
Read article →Property InvestmentPurpose-Built Student Accommodation (PBSA) as an Investment
Purpose-built student accommodation offers an alternative to traditional HMO landlordism, with professionally managed rooms in purpose-designed blocks — but the risks are different and the secondary market thin.
Read article →InvestmentsProtecting Your Wealth When Currencies Collapse
Currency crises happen with regularity and erode wealth rapidly. The Turkish Lira fell 75%, the Argentine Peso 95%, the Lebanese Pound effectively went to zero. Here is the protection framework.
Read article →Financial PlanningProtecting Your Assets Before Marriage Abroad: Prenuptial Agreements and Financial Planning
How internationally mobile HNW individuals can protect their assets before marriage: prenuptial agreements across jurisdictions, community property regimes, financial disclosure, and protecting inherited wealth and business interests.
Read article →Wealth ManagementProtecting Your Wealth from Financial Fraud: A Practical Guide
Investment fraud, authorised push payment scams, and pension liberation schemes cost UK consumers over £1.2 billion annually. HNW individuals and expats are disproportionately targeted. This guide covers the threat landscape, how to check a firm, red flags, and what to do if you have been scammed.
Read article →Wealth ManagementProperty vs Stocks: Which Is the Better Investment?
Property or stocks? The honest answer is that neither is universally better — and most high-net-worth investors benefit from both. Here is how to think through the comparison.
Read article →Financial PlanningProperty vs Pension: Which Builds More Wealth for Expats?
An honest, evidence-based comparison of property investment and pension contributions as wealth-building strategies for internationally mobile professionals and expats.
Read article →Property InvestmentProperty Transaction Costs When Buying Abroad: Country by Country
Transaction costs when buying overseas property vary from under 2% to over 15% of purchase price depending on the country. Understanding these costs is essential before committing to an overseas purchase.
Read article →Tax PlanningBuying Investment Property Through a Limited Company: Tax Pros and Cons
Should you buy your next rental property personally or through a limited company? We analyse the corporation tax advantages, Section 24 relief, ATED, and the true cost of extraction for property investors.
Read article →Property InvestmentProperty Holding Structures Compared: Personal, Ltd Company, LLP, and Trust
A detailed comparison of property holding structures for UK and international investors: personal ownership, limited company, LLP, and trust — analysing income tax, CGT, IHT, SDLT, and succession implications.
Read article →Property InvestmentProperty Development Finance: Bridging Loans, Development Lending and Exit Strategies
Whether you are a first-time developer or an experienced investor scaling up, understanding the full range of property development finance — from bridging to mezzanine to JV structures — is essential. We cover the complete financing stack.
Read article →Property InvestmentProperty Crowdfunding Platforms: Investing in Real Estate with Smaller Sums
How property crowdfunding platforms work, what returns to expect, the risks involved, and how they compare with other accessible property investment options.
Read article →InvestmentsProperty Crowdfunding Platforms: Investing with Smaller Sums
Property crowdfunding allows investors to access real estate assets with modest capital, but the illiquidity, platform risk, and fee structures demand careful assessment before committing.
Read article →Financial PlanningUK Probate: The Process, Costs, and Timeline for Families
A practical guide to the UK probate process for executors and families: when probate is needed, how to apply, IHT payments before probate, overseas assets, costs, and the digital estate.
Read article →Wealth ManagementThe UK Probate Process Explained: A Practical Guide for Executors and Families
Dealing with probate after a death is rarely simple, often expensive, and sometimes protracted. This guide explains when probate is needed, how to apply, the IHT reporting requirements, what the process costs, and how long to expect it to take.
Read article →Estate PlanningProbate for Foreign Property: Dealing with Multiple Jurisdictions
How to navigate the probate process when a deceased person owned property or assets in multiple countries — covering ancillary grants, resealing, and practical steps for international estates.
Read article →Financial PlanningThe Full Cost of Private Wealth Management: A Complete Breakdown
Total cost of wealth management explained: DFM fees, adviser charges, platform fees, fund charges, and transaction costs. A framework for assessing value for money and how to negotiate — or change provider.
Read article →InvestmentsPrivate Markets vs Public Markets: A Return Comparison for Investors
Long-run return comparison of private equity and venture capital vs listed equities: Cambridge Associates data, survivorship bias in PE reporting, IRR vs TWR, the J-curve, the liquidity premium argument, and access tiers for investors.
Read article →Speak to a Global Investments adviser
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