Insights & research
Articles from our advisory team
Annual Tax on Enveloped Dwellings (ATED): A Complete Guide for Property Investors
ATED — Annual Tax on Enveloped Dwellings — levies an annual charge on high-value UK residential property held through corporate structures. Even where a full relief applies, the return must still be filed. Here is everything property investors need to know.
Read article →InvestmentsAngel Investing in UK Startups: SEIS, EIS, and the Returns Reality
A practical guide to angel investing for HNW individuals in the UK: how SEIS and EIS tax relief works, realistic return expectations, due diligence, syndicates and platforms, and how to build a portfolio.
Read article →Property InvestmentAlternatives to Direct Property Investment: REITs, Property Funds, and Loan Notes
Direct property ownership comes with transaction costs, management burden, illiquidity, and — for UK landlords — significant tax headwinds. Property-focused listed securities and funds offer the same economic exposure with less friction. Here is how the alternatives compare.
Read article →Property InvestmentBeyond Buy-to-Let: Alternative Property Investment Strategies in the UK
Rising stamp duty surcharges, Section 24, and increased compliance have made standard residential buy-to-let less attractive. We examine student HMOs, serviced accommodation, car parks, storage units, care homes, and commercial conversions — their yields, management demands, and financing.
Read article →PensionsAnnuity Rates in 2026: Should You Lock In Now?
Annuity rates are materially better than they were in 2021. Here is what drives rates, what you can get, and whether now is a good time to buy.
Read article →News & UpdatesBest Jurisdictions for US Wealth Expatriation in 2026
For high-net-worth US nationals, the concept of “retiring abroad” has evolved into something far more deliberate. In 2026, relocation is increasingly framed not as a lifestyle decision but as a strategic repositioning of wealth across jurisdictions. This reflects a broader shift in the global enviro
Read article →News & UpdatesBank of England Cut Base Rate: What It Means for the UK and Global Economy
The Bank of England cut base rate to 4% on August 7, 2025, marking its fifth reduction in a year. This decision, made by a narrow 5–4 vote within the Monetary Policy Committee (MPC), highlights growing concern over the fragile state of the UK economy amid soaring food prices and rising unemployment.
Read article →News & UpdatesAnalyzing the Potential of Real Estate Investment in Dubai
Dubai, a city synonymous with architectural marvels and a thriving economic environment, offers a unique proposition for real estate investors. This analysis delves into the various aspects that make Dubai a potentially lucrative investment destination, beyond the glossy veneer of its towering skysc
Read article →News & UpdatesAnalyzing the Potential Impact of Donald Trump's Presidency on Dubai's Real Estate Investment Trends
The world is always searching for the next big investment, and right now, Dubai is drawing serious attention. With Donald Trump back in office, the global investment landscape could shift in ways that impact not just U.S. investors but also the Middle East, and Dubai in particular.
Read article →InvestmentsLiquidity and Alternative Investments: Managing Illiquidity in a Portfolio
How to manage liquidity risk when investing in illiquid asset classes: private equity, infrastructure, property, hedge funds, and private credit. Understanding lock-up periods, redemption gates, and matching assets to liabilities.
Read article →Wealth ManagementHow AI Tools Are Changing Personal Finance Management
AI tools are genuinely useful for routine financial tasks — but for complex international situations, they can give confidently wrong answers. Know the boundaries.
Read article →Market AnalysisAI and the Investment Landscape: What the Technology Revolution Means for Portfolios
Artificial intelligence is reshaping every industry, but what does the AI revolution actually mean for investment portfolios in 2026 — and how should HNW investors respond?
Read article →InvestmentsInvesting in the AI Revolution: Infrastructure, Applications, and Portfolio Strategy in 2026
How to invest in artificial intelligence: the infrastructure beneficiaries (semiconductors, data centres, utilities), picks-and-shovels vs application layer, AI bubble risk assessment, and UCITS ETF options for international investors.
Read article →Tax PlanningAgricultural Property Relief: IHT Planning for Landowners Abroad
How Agricultural Property Relief works for UK and overseas landowners, what qualifies after the 2026 reforms, and the planning considerations for internationally mobile families with farming assets.
Read article →Tax PlanningAgricultural Property Relief (APR): IHT Planning for Rural and Landed Estates
Agricultural Property Relief (APR) provides up to 100% IHT relief on qualifying agricultural property. Combined with Business Property Relief (BPR), it is central to succession planning for farms, country estates, and rural businesses. The April 2026 reforms introduce a £2.5m combined cap — this guide explains the impact.
Read article →InvestmentsAlternative Investments for International Portfolios
Alternative investments offer diversification benefits that conventional stocks and bonds cannot. Here is a practical guide to the main categories, how to access them, and what allocation makes sense.
Read article →Wealth ManagementThe AI Revolution: Investment Implications for International Portfolios
AI is reshaping economics and markets. We look at the productivity gains, sector implications, concentration risks, and how internationally mobile investors can approach this theme prudently.
Read article →Wealth ManagementAI Investing in 2026: Bubble or Genuine Long-Term Opportunity?
Balanced analysis of AI as an investment theme in 2026 — the valuation risks, the genuine structural shift, and how to get exposure without overconcentrating.
Read article →News & UpdatesBank of England Monetary Policy Decision: A Deep Dive into September's Outcome
In a much-anticipated monetary policy decision, the Bank of England (BoE) broke its streak of 14 consecutive interest rate hikes. The decision was to hold the base rate steady at 5.25%. Interestingly, the committee vote that led to this conclusion was closely divided, with 5 members in favour of mai
Read article →Market AnalysisAfrica Investment Opportunities 2026: Frontier and Emerging Markets for Global Investors
Africa offers some of the world's most compelling long-term structural growth narratives — but investing here demands a clear-eyed assessment of the very real risks alongside the opportunity.
Read article →InvestmentsActive vs Passive Fund Management: Does Active Management Deliver?
The debate between active and passive fund management matters enormously in practice — the choice between them can be worth tens of thousands of pounds over a lifetime of investing.
Read article →InvestmentsAbsolute Return Funds: How They Work and When to Use Them
Absolute return funds aim to deliver positive returns regardless of market direction — but understanding their mechanics, fees, and limitations is essential before allocating capital.
Read article →InvestmentsAbsolute Return and Market-Neutral Funds: What They Promise and What They Deliver
Absolute return funds promise positive returns in all market conditions. The reality is more complex. Here is what high-net-worth investors need to know before allocating to this often misunderstood category.
Read article →InvestmentsLeverage and Borrowing to Invest: Understanding the Risks and Rewards
Borrowing to invest amplifies returns in both directions. Understanding the mathematics, the practical mechanics of Lombard lending, and the conditions under which leverage makes sense is essential for any investor considering it.
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