Insights & research
Articles from our advisory team
Full Cost Stack for Buying and Selling Property: UK and Overseas
Transaction costs in property are often underestimated. We break down the complete cost of buying and selling — estate agent fees, conveyancing, stamp duty, notary fees overseas, survey costs, searches, and the full picture by country.
Read article →Expat LifeThe Essential Insurance Checklist for Expats
Moving abroad exposes you to a range of risks that standard UK insurance products do not cover — and removes access to the NHS and other state protections. This guide covers every category of insurance an expat should review, what to look for, and common gaps that leave families exposed.
Read article →InvestmentsESG in 2026: What's Changed, What's Stayed, and What Investors Should Do
ESG has survived the backlash and the hype cycle to become embedded in mainstream investment practice — but how it works, what matters, and how to use it have all evolved significantly by 2026.
Read article →Financial PlanningEquity Release Explained: Lifetime Mortgages, Risks, and Alternatives
A plain-English guide to equity release for homeowners aged 55+: how lifetime mortgages and home reversion work, Equity Release Council safeguards, the impact on benefits and care costs, and the alternatives.
Read article →Tax PlanningBusiness Asset Disposal Relief (BADR): The Complete Guide for 2026
Business Asset Disposal Relief (formerly Entrepreneurs' Relief) gives qualifying business owners a reduced CGT rate on gains up to the £1m lifetime limit. This guide covers the qualifying conditions, common pitfalls, interaction with dilution, and planning strategies to protect your entitlement.
Read article →Tax PlanningEntrepreneur's Relief and Business Asset Disposal Relief for Expats
How Business Asset Disposal Relief (formerly Entrepreneur's Relief) works for UK nationals living abroad, the qualifying conditions, non-residence complications, and planning opportunities.
Read article →Financial PlanningFinancial Planning for Entrepreneurs: From Start-Up to Exit
A comprehensive financial planning guide for entrepreneurs: SEIS and EIS tax relief, Business Asset Disposal Relief, pension contributions through a company, exit planning, and protecting your personal finances as a business owner.
Read article →Market AnalysisThe Energy Transition Investment Opportunity: Clean Energy, Critical Minerals and the Grid
The shift from fossil fuels to clean energy is the largest capital deployment event of the 2020s — here is how internationally mobile investors can access the opportunity intelligently.
Read article →InvestmentsInvesting in Energy: Oil, Gas, Renewables, and the Transition in 2026
An investor's guide to the energy sector in 2026: the investment thesis for the energy transition, UK-listed energy stocks, listed renewable infrastructure trusts, direct energy investing, and the ESG dimension.
Read article →Financial PlanningLasting Power of Attorney: A Complete Guide for HNW Individuals and Expatriates
A Lasting Power of Attorney is one of the most important legal documents a high-net-worth individual can hold. This guide explains the two types, the registration process, overseas asset complications, and what happens if you never make one.
Read article →Tax PlanningEmployment-Related Securities for Internationally Mobile Executives
Share options, restricted stock units, and other equity awards create complex UK tax obligations for executives who move internationally — understanding the apportionment rules is essential.
Read article →Tax PlanningEmployee Ownership Trusts: The CGT-Free Business Sale Explained
Selling your business to an Employee Ownership Trust qualifies for a complete CGT exemption — potentially saving hundreds of thousands in tax. This guide explains how EOTs work, the qualifying conditions, the income tax bonus exemption for employees, and the governance considerations.
Read article →Wealth ManagementEmployee Ownership Trusts: The CGT-Free Business Exit Route Explained
Selling your company to an Employee Ownership Trust can be completely free of Capital Gains Tax. We explain how the EOT route works, the qualifying conditions, the benefits for sellers and employees, and how it compares with a trade sale or MBO.
Read article →Market AnalysisEmerging Markets 2026: Which Economies Offer the Best Long-Term Potential?
Emerging markets have disappointed many investors over the past decade — but the structural opportunity in select economies remains compelling. Here is how to identify the real winners.
Read article →Market AnalysisEmerging Markets Investment Outlook 2026: India, China, ASEAN, and EM Debt
An analysis of emerging market investment prospects in 2026: India's secular growth case, China vs India rotation, ASEAN manufacturing beneficiaries, Brazil's commodity exposure, and EM fixed income in a lower rate environment.
Read article →InvestmentsEmerging Market Investing in 2026: Risks, Opportunities, and How to Access Them
Emerging markets offer growth rates typically two to three times those of developed economies — but with currency volatility, political risk, and liquidity constraints that require careful management. Here is a framework for building emerging market exposure sensibly in 2026.
Read article →Financial PlanningEmergency Reserves for High-Net-Worth Individuals: A Different Approach
The standard advice to keep 3–6 months of expenses in cash does not translate well to HNW individuals. At this wealth level, the strategy needs to be more sophisticated — and the cost of lazy cash more carefully managed.
Read article →Tax PlanningEIS and SEIS Investment: The Complete Tax and Investment Guide for 2026
The Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) offer some of the most generous tax reliefs available to UK investors. This guide covers the relief rates, qualifying conditions, knowledge-intensive companies, CGT deferral, IHT planning, advance assurance, and the key pitfalls.
Read article →Property InvestmentEgyptian Property Investment: El Gouna, Hurghada and New Administrative Capital
A guide to investing in Egyptian property — covering the Red Sea resort market, the New Administrative Capital project and what international investors need to understand about the legal and currency risks.
Read article →Financial PlanningEducation Savings Strategies for UK Families: JISAs, Trusts, Bonds and More
How to save and invest for children's education costs using Junior ISAs, offshore investment bonds, bare trusts, and junior SIPPs — with the tax treatment explained for each approach.
Read article →Financial PlanningEarly Retirement Abroad: The Financial Checklist for Leaving Work at 50
Retiring at 50 and moving abroad is achievable for well-prepared HNW professionals — but the financial checklist is considerably more demanding than for conventional retirement.
Read article →Financial PlanningEarly Redundancy at 50: Can I Retire Now? A Financial Planning Guide
Redundancy at 50 prompts one of life's biggest financial questions — do you have enough to retire, and if so, how do you structure a financially sustainable early retirement?
Read article →Wealth ManagementDynastic Wealth Planning: Preserving Wealth Across Generations
Dynastic wealth planning combines legal structures, investment governance, and family education to preserve capital and values across multiple generations of a wealthy family.
Read article →Property InvestmentDubai Real Estate Market Outlook 2026
A detailed analysis of Dubai's property market in 2026: price performance by area, off-plan vs secondary, rental yield trends, and what overseas investors need to know before buying.
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