Insights & research
Articles from our advisory team
Listed Private Equity: Accessing the Asset Class Without the Lock-Up
Private equity has delivered superior long-run returns to those who can access it. But the traditional fund structure demands decade-long lock-ups and institutional scale. Listed private equity and EIS/SEIS offer a more accessible route — here is how they work.
Read article →InvestmentsLiquid Alternatives vs Traditional Alternatives: Choosing the Right Vehicle
Liquid alternatives promise hedge-fund-like diversification with daily liquidity — but do they deliver, and when do traditional alternatives remain the better choice?
Read article →Tax PlanningA Guide to Lifetime Gifting: Reducing Your IHT Estate While You Are Alive
How to use lifetime gifting strategically to reduce your inheritance tax estate: annual exemptions, potentially exempt transfers, gifts from income, the seven-year rule, taper relief, and avoiding common mistakes.
Read article →Tax PlanningLifetime Gifting Strategies for UK Expats
How UK expats can use lifetime gifting to reduce inheritance tax exposure, which exemptions apply, and the planning considerations for internationally mobile families transferring wealth.
Read article →Wealth ManagementLife Insurance in Trust: How to Write Your Policy in Trust and Why It Matters
Writing a life insurance policy in trust is one of the simplest and most powerful estate planning actions available. It removes the payout from the estate (saving up to 40% IHT), speeds up payment to beneficiaries, and avoids probate. Yet most policies are never written in trust.
Read article →ProtectionLife Insurance Abroad: What Expats Need to Know
UK life insurance policies were not designed for expatriates. Here is what happens when you move abroad — and what the international alternatives are.
Read article →News & UpdatesMy Summary of the Property Monitor May Report: Insights Worth the Wait
The Property Monitor May report wasn't released until the end of June, much later than usual, but the data it contains is certainly worth the wait. The report provides an in-depth look at Dubai’s real estate market, highlighting a mix of significant price appreciation, record-breaking transaction vo
Read article →Wealth ManagementThe Role of Life Assurance in Estate Planning
How life assurance fits into a comprehensive estate plan for HNW individuals — covering whole-of-life policies, trust wrappers, IHT funding, and the international considerations for globally mobile families.
Read article →Wealth ManagementFinancial Planning After Selling a Business: What to Do With a Life-Changing Sum
Selling a business can produce a transformative capital sum — but without a clear plan, that wealth can erode quickly. Here is the financial and psychological roadmap for post-exit life.
Read article →News & UpdatesMarkets Jolt on Trump’s 100% Tariff Threat — Evidence Suggests Reaction Outpaces Reality
When U.S. President Donald Trump announced plans late last week to impose 100 percent tariffs on Chinese imports, global markets moved as if an entirely new trade war had begun overnight. The statement, delivered after China expanded its own export controls on rare-earth minerals, set off a swift ch
Read article →Financial PlanningLiability-Driven Investing (LDI) Explained for Private Investors
Liability-driven investing aligns a portfolio's assets with future financial obligations — a framework increasingly relevant for HNW individuals managing complex multi-currency commitments.
Read article →Tax PlanningLeaving the UK Permanently: Your Complete Tax Guide
A comprehensive checklist for individuals leaving the UK permanently: HMRC P85, establishing non-UK residence under the Statutory Residence Test, pension options, final self-assessment, and the key tax traps to avoid.
Read article →News & UpdatesMorgan Stanley: UAE Casino Tourism to Reach $5b Annual Renevue
Morgan Stanley has projected that the United Arab Emirates (UAE) could generate annual gross gaming revenues (GGR) of $3 billion to $5 billion, positioning the country as a major player in the global casino industry.
Read article →Financial PlanningLasting Power of Attorney vs Enduring Power of Attorney
The key differences between Lasting Powers of Attorney and the older Enduring Powers of Attorney — and what holders of existing EPAs need to know in 2026.
Read article →Property InvestmentBuy-to-Let Landlord Tax Planning in 2026: The Complete Guide
The tax landscape for UK landlords has changed fundamentally since 2017, with Section 24, higher CGT rates, SDLT surcharges, and the abolition of the furnished holiday let regime creating a complex environment. This guide explains the key rules and the most effective planning strategies for 2026.
Read article →Property InvestmentSelling a Rental Property: CGT, Reporting Deadlines and Tax Planning Guide
What landlords need to know before selling a rental property in 2026: how CGT is calculated, the 60-day reporting rule, private residence relief, and strategies to manage your tax liability.
Read article →InvestmentsInvesting a Junior ISA for Maximum Long-Term Growth: Strategy and Platform Guide
A Junior ISA's 18-year tax-free investment horizon is one of the most powerful compounding environments available in the UK. Here is how to make the most of it.
Read article →Financial PlanningJob Redundancy Financial Planning: What to Do With a Lump Sum Payment
Redundancy can be a financial shock or a genuine opportunity — the decisions you make in the weeks after receiving a lump sum payment can shape your finances for years to come.
Read article →Expat LifeLiving in Japan as an Expat: Tax Rules, Pensions and Property
Japan's high income tax rates, complex residency-based taxation of foreign assets, and unique property market dynamics demand specialist financial planning for expats — but its safety, culture, and quality of life are unmatched.
Read article →Expat LifeLiving in Israel as an Expat: The 10-Year Tax Exemption for New Residents
Israel offers one of the world's most generous tax incentives for new immigrants and returning residents — a 10-year exemption from Israeli tax on all foreign-source income and assets — alongside a highly innovative economy and strong cultural ties for Jewish diaspora.
Read article →Financial PlanningIsle of Man Life Bonds: Structure and Tax Benefits
Isle of Man life bonds are among the most widely used offshore investment wrappers for UK-related investors — combining strong policyholder protection, tax deferral, and investment flexibility.
Read article →Financial PlanningISA vs Pension: Which Is Better for Long-Term Savings?
A definitive comparison of ISAs and pensions for UK savers: how tax relief, access rules, inheritance tax, and employer contributions interact to determine which wrapper serves your goals best.
Read article →Tax PlanningWhat Happens to Your ISA When You Move Abroad?
When you move abroad and become non-UK resident, you cannot make new ISA contributions — but you can keep your existing ISA and it continues to grow tax-free in the UK. The complication is how your new country of residence treats the ISA's income and gains. Here is what you need to know.
Read article →Market AnalysisInvestment Outlook: Second Half of 2026
The first half of 2026 delivered a complex mix of strong equity markets, currency volatility, and shifting geopolitical dynamics. As we enter the second half, international investors face a range of opportunities and risks that require clear-headed assessment rather than market-timing bets.
Read article →Speak to a Global Investments adviser
Our independent advisers work with internationally mobile clients on pensions, investments, tax planning, protection, and international financial structures.