Insights & research
Articles from our advisory team
Using Investment Bonds to Fund Private School Fees
Investment bonds offer a tax-deferred way to fund school fees — using the 5% annual withdrawal allowance and potential assignment to a lower-rate taxpayer.
Read article →Property InvestmentInvesting in US Real Estate from the UK: FIRPTA, LLCs and the Estate Tax Trap
US property can be compelling for UK investors, but the tax and legal framework is unusually complex. From FIRPTA withholding to the estate tax trap for non-residents, we cover everything you need to know before buying across the Atlantic.
Read article →InvestmentsInvesting in the Middle East: Opportunities and Considerations for International Investors
The Gulf Cooperation Council economies are undergoing a structural transformation from oil dependence to diversified economies. For internationally mobile investors, the Middle East offers real estate yields, listed equities, and financial infrastructure that are increasingly attractive. This guide explains the landscape.
Read article →Market AnalysisInvesting in Southeast Asia: A Regional Investment Guide
Southeast Asia's 680 million people, rising middle class, and manufacturing shift away from China make the region one of the most compelling long-term investment opportunities in global emerging markets.
Read article →Market AnalysisInvesting in Saudi Arabia and the Gulf: Opportunities in the PIF Era
Saudi Arabia's Vision 2030 programme and the Gulf's broader economic transformation are creating investment opportunities that cannot be accessed through conventional emerging market allocations.
Read article →InvestmentsReal Estate Investment Trusts (REITs): A Guide for International Investors
REITs provide liquid, diversified exposure to real estate income without the management burden of direct ownership — but tax treatment for international investors varies significantly by jurisdiction.
Read article →RetirementProperty vs Pension: The Expat Investor's Dilemma
For non-UK residents, both property and pension come with specific advantages and restrictions. Here is the honest analysis — and why the best answer is often both, in balance.
Read article →InvestmentsInvesting in Middle East Markets: A Guide for International Investors
A practical guide to investing in Middle East markets: UAE, Saudi Arabia, and Qatar stock exchanges, real estate investment, ETF access, regulatory environment, currency pegs, and the outlook for GCC investment in 2026.
Read article →InvestmentsA Complete Guide to Listed Infrastructure Investment
Listed infrastructure — investment trusts, utilities, and ETFs investing in toll roads, airports, utilities, and renewable energy — offers inflation-linked cash flows and daily liquidity. Here is the complete guide.
Read article →Market AnalysisInvesting in Japan: The Tokyo Stock Exchange Revival
Japan's equity market is experiencing a structural renaissance driven by corporate governance reform — here is what international investors need to understand about the opportunity and the risks.
Read article →Market AnalysisInvesting in India: Opportunities and Risks for Foreign Investors
India's structural growth story remains one of the most compelling in global markets, but foreign investors must navigate complex regulatory frameworks, elevated valuations, and genuine risks alongside the opportunity.
Read article →InvestmentsESG Investing in 2026: The Complete Guide for International Investors
ESG investing has gone from niche to mainstream and back to contested — all within a decade. Proponents argue it delivers competitive returns while aligning capital with positive outcomes. Critics argue it underperforms, is riddled with greenwashing, and imposes ideological constraints on portfolio construction. The evidence is more nuanced than either camp suggests.
Read article →InvestmentsInvesting During Inflation: Asset Classes and Strategies That Matter
How different asset classes behave during inflationary periods: real assets, inflation-linked bonds, equities, gold, floating-rate debt, and the costly drag of cash — with lessons from the 2021–2023 cycle.
Read article →Market AnalysisInvesting During Geopolitical Uncertainty: A Practical Guide for International Investors
Geopolitical risk is a permanent feature of the investment landscape, not a temporary aberration. Here is how the evidence says investors should respond — and what they typically get wrong.
Read article →Estate PlanningInternational Wills: Ensuring Your Estate Plan Is Valid Everywhere
How to ensure your will and estate plan are recognised and effective across multiple jurisdictions — covering Hague Convention wills, multi-country will strategies, and the key pitfalls to avoid.
Read article →Tax PlanningInternational Tax Planning: Key Principles for Globally Mobile Individuals
A grounding in the core principles of international tax planning — from residence and domicile to treaty networks and anti-avoidance rules — for individuals who live and invest across borders.
Read article →Expat LifeInternational School Planning for Expat Families: Curriculum, Costs, and University Entry
For families relocating abroad, international school selection is one of the most consequential — and expensive — decisions they will make. The cumulative cost of educating two children at an international school from age 5 to 18 can exceed $800,000. Here is how to plan effectively.
Read article →Expat LifePlanning and Funding International School Fees Abroad
International school fees represent one of the largest recurring costs for expat families. Planning ahead with the right investment structures can make fees more manageable and tax-efficient — wherever you are based.
Read article →InvestmentsIs Gold a Good Investment in 2026?
Gold has attracted renewed investor interest. Here is what has driven recent performance, how much of a portfolio to allocate, and how to invest — physical, ETF, or mining stocks.
Read article →News & UpdatesInvesting in Spanish Real Estate: A Guide for Expats
Spain continues to be a favored destination for expatriates, offering a unique blend of sunny weather, rich cultural heritage, and an enviable lifestyle. Whether you are contemplating purchasing a holiday home, finding a serene retirement spot, or making a strategic investment, gaining a deep unders
Read article →Expat LifeExpat Moving Costs: Financial Planning for International Relocation
International relocation is one of the most expensive life events most families will experience — understanding the true costs and planning ahead prevents financial surprises.
Read article →Expat LifeInternational Private Medical Insurance for Expats: A Practical Buyer's Guide for 2026
GHIC covers emergencies in the EEA but leaves significant gaps. This guide covers international PMI plans, what they cost, what they exclude, and how to choose the right level of cover for your circumstances.
Read article →Wealth ManagementThe Financial Implications of Divorce for Internationally Mobile Couples
Divorce involving internationally mobile couples raises questions that domestic family law cannot fully address: which country's courts have jurisdiction, how overseas assets are treated, and how pensions that span multiple jurisdictions are divided.
Read article →Financial PlanningInternational Divorce and Finances: What Internationally Mobile Couples Need to Know
For internationally mobile couples, divorce raises questions that go well beyond the emotional. Which country's courts will hear the case? How will overseas assets and pensions be divided? And does your prenuptial agreement actually hold up in England? This guide covers the key financial and legal issues.
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.