Insights & research
Articles from our advisory team
Using Holding Companies in International Wealth Structures
Holding companies sit at the heart of most sophisticated international wealth and business structures. This guide explains how they work, the key jurisdictions and their participation exemptions, BEPS substance requirements, and when a holding company structure makes sense.
Read article →Property InvestmentGreen Premium in Property: EPC Ratings, Retrofit Costs, and Climate Risk
The financial case for green property investment: EPC C requirements for rental, retrofit costs vs rental uplift, BREEAM certification, green mortgages, and the growing impact of climate risk on property values.
Read article →ResidencyGreece Golden Visa 2026: What Changed and Is It Still Worth It?
Greece has raised its Golden Visa property thresholds significantly. Here is the updated guide to what qualifies, the path to citizenship, and how Greece compares to Portugal and Malta.
Read article →Citizenship & ResidencyGolden Visa Alternatives in 2026: The Best Programmes After Spain and Portugal's Changes
Spain's golden visa is closed and Portugal has reformed — here are the strongest residency-by-investment alternatives in 2026.
Read article →InvestmentsGold, Silver and Precious Metals: A Complete Investor's Guide for 2026
From physical bullion to gold ETCs and mining stocks, we cover every route into precious metals investing — including CGT treatment, VAT on silver, storage costs, and the context of the extraordinary 2024–2025 gold rally.
Read article →InvestmentsGold Investment Guide 2026: Physical, ETFs, and Offshore Storage
Gold has served as a store of value for thousands of years. For modern HNW investors, the question is not whether to hold gold but how — physical, ETF, futures, or savings account — and where.
Read article →InvestmentsGold as a Portfolio Hedge in 2026: Central Banks, ETFs, and the Tax Picture
Why central banks are buying gold at record pace, how to hold gold via ETFs, physical bullion, or miners, the UK CGT treatment of gold, and why Sovereign coins are exempt from capital gains tax.
Read article →Market AnalysisTariffs, Trade Tensions, and Your Portfolio: An Investor's Guide for 2026
How the US tariff regime is reshaping global supply chains, which sectors and economies win or lose, currency effects of protectionism, and how a diversified portfolio should respond to sustained trade tensions.
Read article →InvestmentsGlobal REITs: A 2026 Investment Guide for International Investors
Real estate investment trusts (REITs) offer globally mobile investors liquid exposure to income-generating property worldwide — with distinct sector and regional characteristics that reward careful selection.
Read article →Property InvestmentGlobal Real Estate Outlook 2026: Where International Investors Are Looking
International property markets are diverging sharply in 2026. Some markets — Dubai, the Greek islands, Spain's coastal areas — remain strong. Others, including parts of the UK and some Australian cities, are experiencing a post-rate-cycle cooling. Here is where value lies for international investors.
Read article →Property InvestmentGlobal Property Investment Outlook 2026: Key Markets Reviewed
Property markets across the key expat investment destinations are behaving very differently in 2026. Here is an honest assessment of where values, yields, and regulatory conditions stand in Dubai, the UK, Spain, Portugal, Cyprus, and Thailand.
Read article →Property InvestmentGlobal Property Investment Guide 2026: Eight Key Markets Compared
International property investment means choosing between very different markets — each with distinct yields, tax treatment, ownership rules for foreigners, and risk profiles. This guide compares eight of the most popular markets for international investors: UK, UAE, Spain, Thailand, Cyprus, Greece, Egypt, and Bali.
Read article →Expat LifeComparing International Private Medical Insurance in 2026
Choosing the right international private medical insurance is one of the most consequential decisions an expat makes. Here's how the main providers and plans compare.
Read article →RetirementGuide to Paying Your National Insurance Contributions from Abroad
For British citizens living overseas, one of the most overlooked financial opportunities is paying voluntary National Insurance (NI) contributions . Many assume moving abroad means losing access to the UK State Pension —but that’s not the case. By topping up your NI record, you can secure the same S
Read article →RetirementGuide to UK Pension Annuities
When you start planning your retirement, one of the biggest questions is how to turn your pension savings into a reliable income. With...
Read article →News & UpdatesGrowing Concerns as US Debt Ceiling Deadline Approaches
The approaching deadline for the US debt ceiling has raised concerns, according to Treasury Secretary Janet Yellen. Without an extension approved by Congress, the US treasury could face difficulties starting in June, when approximately $100 billion of Medicare payments are due. Republicans see an op
Read article →InvestmentsRebalancing a Global Portfolio: Strategies and Frequency
Portfolio rebalancing maintains your target risk profile and can modestly improve risk-adjusted returns — but for international investors, tax costs, transaction costs, and currency factors require careful management.
Read article →Market AnalysisGlobal Investment Outlook 2026: Key Themes for Internationally Mobile Investors
From the energy transition to deglobalisation, we map the structural forces reshaping global markets in 2026 and what they mean for internationally mobile investors.
Read article →InvestmentsGlobal Infrastructure Investing: The Multi-Trillion-Dollar Opportunity
Infrastructure is experiencing a decade of under-investment followed by urgent demand for renewal — for HNW investors, it offers inflation-linked income and genuine portfolio diversification.
Read article →Citizenship & ResidencyGlobal Citizenship Planning: The New Wealth Management
Global citizenship planning — strategically acquiring residency rights, citizenships, and tax positions across multiple countries to create optionality and freedom — has moved from the domain of the ultra-wealthy to the mainstream for internationally mobile high-net-worth individuals. The British professional who spends a career spanning multiple countries faces questions that no single adviser, traditionally structured, was designed to answer.
Read article →Market AnalysisUK Gilt Yields and the Bond Market in 2026: What Investors Need to Know
Rising gilt yields are reshaping mortgage costs, pension funding, and fixed-income portfolios. Here is what the 2026 bond market environment means for internationally mobile investors.
Read article →News & UpdatesGlobal Crypto Reporting Rules – What Every Investor Needs to Know
Global cryptocurrency investments are under unprecedented scrutiny as governments, regulators, and tax authorities pivot their focus towards transparency and accountability in the digital economy. The rapid rise of crypto—from Bitcoin to DeFi, NFTs, and stablecoins—has transformed the financial land
Read article →Tax PlanningGifting Property to Children: CGT, SDLT, and IHT Considerations
A thorough guide to the tax consequences of gifting property to children in the UK: capital gains tax on disposal, SDLT where a mortgage is assumed, IHT and the seven-year rule, the reservation of benefit trap, and how to structure the transfer correctly.
Read article →Financial PlanningGetting Married Abroad: Financial Planning and Legal Considerations
Getting married internationally involves legal recognition, tax changes, financial account updates, and estate planning decisions that are often overlooked in the excitement of an overseas wedding.
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.