Insights & research
Articles from our advisory team
Non-Dom Abolition: What Actually Happened in April 2025
The UK's non-domicile tax regime was fundamentally reformed in April 2025. This guide explains exactly what changed, who is affected, and the new rules in plain English — without the jargon.
Read article →Expat LifeNomad Capitalist Strategies Explained: Flag Theory and Practical HNW Planning
The nomad capitalist concept has moved from niche internet forum to mainstream HNW planning conversation. Here is what it actually means, what works in practice, and what the tax authorities think of it.
Read article →News & UpdatesOil and Gold Surge as Middle East Conflict Escalates
Global markets entered March 2026 under the heaviest geopolitical pressure seen in decades. Coordinated military operations by the United States and Israel against Iran have escalated into a multi-front regional war, triggering a rapid flight to safety across commodities and fixed income. The effect
Read article →Wealth ManagementThe Next Generation and Wealth: Financial Education for HNW Families
The largest inter-generational wealth transfer in history is under way. Whether it builds or destroys family wealth depends almost entirely on how the next generation is prepared.
Read article →Expat LifeLiving in New Zealand as an Expat: Retirement, Tax and Residency
New Zealand offers a four-year foreign income exemption for new tax residents, KiwiSaver for retirement savings, and a tranquil quality of life — but its remoteness and property costs require careful financial planning for UK expats.
Read article →Expat LifeProbate and Estate Administration for Internationally Mobile Families
When a globally mobile person dies with assets in multiple jurisdictions, their executors face a complex, expensive process. Understanding what probate involves — and how to prepare for it — protects your family.
Read article →Financial PlanningThe Financial Plan for a Business Owner Selling Their Company
For most entrepreneurs, the business exit is the largest financial event of their life. Pre-sale planning, BADR, EIS reinvestment relief, tax year timing, and post-exit cash management all matter enormously.
Read article →Wealth ManagementMulti-Generational Wealth Transfer: Strategies for Global Families
Transferring substantial wealth across generations in multiple countries requires careful coordination of trusts, tax treaties, family governance, and investment structures.
Read article →InvestmentsActive vs Passive Investing: What the Evidence Actually Shows
The debate between active and passive investing has been resolved by data, if not by consensus. The majority of actively managed funds underperform their benchmarks after fees over every meaningful time horizon. Understanding the evidence — and its limits — is essential for building an efficient international portfolio.
Read article →News & UpdatesHow the New Nationality Law Impacts the Portugal Golden Visa
On October 28, 2025, the Portuguese Parliament approved a set of amendments to the Nationality Law that, if enacted, will significantly alter the timeline and process through which foreign residents — including Golden Visa holders — may apply for Portuguese citizenship. While these changes do not mo
Read article →News & UpdatesNew UK IHT Rules: What You Need to Know About the 2025 and 2027 Changes
Significant changes to the UK's inheritance tax (IHT) framework are officially in motion, with key reforms beginning from 6 April 2025 and further expansions in April 2027. These adjustments mark one of the most substantial overhauls in the UK’s tax structure in decades.
Read article →News & UpdatesNavigating the Impact of the Latest Fed Interest Rate Hike on Global Finance
Here's the latest tidal wave in the world of finance: The Federal Reserve just cranked up the policy rate to a range of 5.25%-5.50%, according to a recent Reuters report. That's the highest it's been in 16 years, folks!
Read article →News & UpdatesNavigating Financial Security and Growth: The Power of Defined Return Deposits
In an ever-evolving financial landscape, investors constantly seek strategies that balance security with growth potential. In this pursuit, a standout product has emerged: the Defined Return Deposit. This investment tool, designed in collaboration with a top-tier bank and facilitated by Global Inves
Read article →Market AnalysisHow to Navigate a Stock Market Correction Without Destroying Your Long-Term Returns
A stock market correction tests every investor's discipline. The decisions made during the worst weeks of a falling market often determine years of subsequent returns. Here is a framework for navigating them rationally.
Read article →Wealth ManagementMulti-Generational Wealth Planning: Building Lasting Family Prosperity
Planning wealth across three or more generations: dynasty trusts, family governance structures, financial education for the next generation, the shirtsleeves-to-shirtsleeves pattern, and purpose-driven approaches to preserving family capital.
Read article →Expat LifeMulti-Currency Accounts: Best Options for Global Professionals
A comprehensive guide to multi-currency banking accounts for globally mobile professionals — comparing features, fees, regulatory protections, and use cases in 2026.
Read article →InvestmentsMulti-Asset Fund of Funds: Convenience vs Cost
Multi-asset funds of funds offer a single diversified solution for international investors who want simplicity — but a second layer of charges and reduced transparency come at a real price.
Read article →Wealth ManagementMoving Wealth Abroad: Transfers, Currency, and Compliance
A practical guide to transferring wealth internationally: HMRC reporting obligations, FSCS protection on offshore deposits, currency risk management, regulated FX broker selection, and timing large transfers.
Read article →Financial PlanningMoving to Spain: The Complete Financial Guide for UK Nationals
Post-Brexit, UK nationals can no longer simply move to Spain. This guide covers visas, NIE numbers, Spanish banking, tax registration, Modelo 720, social security, healthcare, and property buying.
Read article →Financial PlanningMoving to Cyprus: A Complete Financial Guide
Cyprus is one of Europe's most financially attractive destinations for internationally mobile individuals. Here is a comprehensive guide to the financial and practical aspects of making the move.
Read article →Property InvestmentMortgage Options for Expats in 2026: Lenders, Rates, and Structures
A comprehensive guide to obtaining a mortgage as a British expat in 2026, covering specialist lenders, international mortgage markets, currency risk, and how to structure borrowing across borders.
Read article →Property InvestmentGetting a UK Mortgage After Living Abroad: A Guide for Returning Expats
How returning expats can secure a UK mortgage: dealing with a thin credit file, documenting foreign income, specialist lenders such as HSBC Expat and Barclays International, waiting periods, currency considerations, and deposit requirements.
Read article →Expat LifeLiving in Monaco as an Expat: Tax Residency Requirements and Lifestyle Costs
Monaco's zero personal income tax and complete absence of capital gains and inheritance tax make it the world's most famous low-tax jurisdiction — but qualifying for residency and affording the lifestyle are both significant undertakings.
Read article →Tax PlanningMixed Fund Rules and the Remittance Basis Explained
The mixed fund ordering rules determined how remittances from offshore accounts were taxed under the remittance basis — and the legacy of these rules continues to affect those with historical offshore positions.
Read article →Speak to a Global Investments adviser
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