Insights & research
Articles from our advisory team
Tax Planning Before You Move Abroad: Key Steps to Take
The tax year before you emigrate offers significant planning opportunities — and some important traps to avoid. Here is what to address before you go.
Read article →Tax PlanningTax Planning Before Leaving the UK: What to Do in the Final Years of UK Residency
The years leading up to a planned departure from the UK are among the most tax-sensitive of your financial life. This guide covers what to do — and what not to miss — before you leave.
Read article →Tax PlanningTax Planning Through a Limited Company for Contractors and Consultants
A comprehensive guide to the tax advantages of operating through a personal service company, covering optimal salary and dividend strategies, IR35, pension contributions, and Relevant Life Plans for contractors and consultants.
Read article →Tax PlanningYear-End UK Tax Planning Checklist for Taxpayers Abroad
The 5 April deadline is unforgiving. For UK taxpayers living abroad, an annual review of year-end tax planning actions can save thousands — from ISA deadlines to pension carry-forward, CGT planning, and non-dom transitional elections.
Read article →Tax PlanningTax-Efficient Charitable Giving: A Guide for UK Taxpayers and Expats
Structuring charitable donations correctly can significantly increase the impact of your giving while reducing your UK tax bill. This guide covers Gift Aid, asset gifts, offshore structures, and legacy planning for UK-connected donors.
Read article →Tax PlanningTax Residency Rules Around the World: A Comparative Guide
Most people think of the 183-day rule as the universal answer to tax residency questions. It is not. This comparative guide explains how the UK, USA, and dozens of other countries actually determine tax residency — and the CRS era that makes getting it wrong increasingly expensive.
Read article →InvestmentsTechnology Sector Investing in the AI Era: Concentration, Opportunity, and Valuation
Artificial intelligence has transformed the technology sector's investment dynamics. We examine concentration risk in global indices, the AI infrastructure buildout, semiconductor opportunity, and how internationally mobile investors should approach the sector.
Read article →Tax PlanningTemporary Non-Residence Rules: Anti-Avoidance Traps for Expats
If you leave the UK and return within five years, certain income and gains realised during your absence can be taxed in the UK when you come back — the temporary non-residence rules explained.
Read article →Tax PlanningThe Temporary Repatriation Facility: A Practical Guide for Former Non-Doms
The Temporary Repatriation Facility gives former remittance-basis users a limited window to bring historic offshore income and gains to the UK at a reduced tax rate. Here is what you need to know before the window closes.
Read article →Property InvestmentThai Condominium Investment: Rules, Yields and Pitfalls
Foreigners can legally own condominium units in Thailand, making condos the primary vehicle for direct property investment — but foreign quota rules, currency restrictions, and management quality vary significantly.
Read article →Property InvestmentThai Condominium Investment: Ownership Rules, Yields and Pitfalls for Foreign Investors
A practical guide to investing in Thai condominiums — covering the 49% foreign quota rule, title deeds, realistic yields, tax obligations and the key risks to manage.
Read article →Expat LifeLiving in Thailand as an Expat: Banking, Visas and Retirement Options
Thailand's low cost of living, tropical climate, and improving visa options make it a popular destination for expat retirees and remote workers — but navigating banking, property rules, and the tax changes of 2024 requires careful planning.
Read article →Property InvestmentThailand Property for Foreign Buyers: A 2026 Guide
Everything overseas investors need to know about buying property in Thailand in 2026: condo quotas, LTR visa links, land title types, regional price comparisons, and rental yield realities.
Read article →InvestmentsTimberland and Farmland as Alternative Investments
Timberland and farmland offer HNW investors inflation protection, biological growth returns, and genuine diversification from financial markets — but they require long horizons and specialist access.
Read article →InvestmentsInvestment Costs: Total Expense Ratio, Platform Fees and Adviser Charges Explained
Understanding the total cost of your investment portfolio — fund charges, platform fees, adviser costs, and hidden transaction expenses — is the first step to managing them effectively.
Read article →Tax PlanningTransfer Pricing for Internationally Operating Family Businesses
A practical guide to transfer pricing rules for family-owned businesses operating across borders — how the arm's length principle works, documentation requirements, and the key risks for private groups.
Read article →Tax PlanningTransfer Pricing and Tax Risks for International Business Owners
Internationally mobile business owners with companies in multiple jurisdictions face growing scrutiny from HMRC and other tax authorities over related-party transactions. Understanding transfer pricing rules, BEPS, and DAC6 is no longer optional.
Read article →Estate PlanningTransferring Wealth to Children Abroad: Strategies for International Families
International families face unique challenges when passing wealth to the next generation. Here are the strategies that work — and the traps to avoid.
Read article →Tax PlanningDeed of Variation: Redirecting an Inheritance to Save Tax and Correct Unfair Wills
A Deed of Variation allows beneficiaries to redirect inherited assets within two years of death, as though the deceased had made the change themselves. This guide covers when, why, and how to use one.
Read article →Tax PlanningTypes of Trust in UK Law: Discretionary, Bare, Interest in Possession, and Accumulation
A practical guide to the main types of trust used in UK estate and tax planning: how bare trusts, discretionary trusts, interest in possession trusts, and accumulation trusts work, and when each is appropriate.
Read article →Tax PlanningTrust vs Direct Gift: Which Is Best for Passing Wealth to Children?
Should you give wealth directly to children or use a trust? Each approach has different tax, control, and timing implications. Here is a structured comparison.
Read article →Wealth ManagementTrusts for Children and Grandchildren: A Practical Guide to Structures and Tax
Trusts remain one of the most powerful tools for passing wealth to the next generation in a controlled and tax-efficient way. Here is what families need to understand before establishing one.
Read article →Expat LifeThe UAE as a Wealth Hub: Zero Tax, Golden Visa and Financial Planning
Why the UAE has become one of the world's leading destinations for HNW individuals, covering zero personal tax, the Golden Visa programme, financial infrastructure, and key planning considerations.
Read article →ResidencyUAE Golden Visa: The Complete Guide for 2026
The UAE Golden Visa offers 10-year renewable residency through multiple routes. A complete guide to qualifying, the application process, and the tax implications for British expats.
Read article →Speak to a Global Investments adviser
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