Insights & research
Articles from our advisory team
Critical Illness Payout: How to Invest a Lump Sum Tax-Efficiently
A critical illness payout is tax-free on receipt, but how you invest and hold the proceeds determines whether the money works as hard as possible for you and your family.
Read article →Wealth ManagementCross-Border Estate Planning: A Complete Guide for Multi-Jurisdiction Estates
When your assets span several countries, estate planning becomes a legal puzzle. Here is how internationally mobile families navigate UK domicile rules, overseas forced heirship regimes, and the practical challenges of multi-jurisdiction wills.
Read article →Estate PlanningCross-Border Succession: EU Succession Regulation Explained
How the EU Succession Regulation (Brussels IV) affects estate planning for British nationals living in EU countries, and how it interacts with the UK's post-Brexit legal position.
Read article →Tax PlanningCRS and FATCA Explained: What Every Expat Needs to Know
A clear explanation of the Common Reporting Standard and FATCA for expats and internationally mobile investors: what gets reported, who is affected, penalties for non-disclosure, and how to stay compliant.
Read article →Tax PlanningDeFi, Staking and Yield Farming: UK Tax Treatment Explained
HMRC's approach to DeFi, staking, yield farming, hard forks, and airdrops is detailed in published guidance but still leaves grey areas. We explain the current position, record-keeping obligations, and voluntary disclosure for those who have not previously reported.
Read article →Tax PlanningCryptocurrency and UK Tax: The Definitive HMRC Guide for 2026
HMRC classifies cryptoassets as property, not currency. Every disposal — including crypto-to-crypto exchanges — is a CGT event. Every mining reward and staking income is taxable income. This guide covers HMRC's current position and the implications for UK residents and non-residents.
Read article →InvestmentsCryptocurrency in International Investment Portfolios
Should internationally mobile investors hold cryptocurrency? An objective assessment of the role of digital assets, the regulatory landscape, tax treatment and custody options.
Read article →InvestmentsUK Cryptocurrency Regulation in 2026: FCA Rules, Tax and What Investors Need to Know
The UK's crypto regulatory framework is taking shape rapidly. This guide covers FCA registration requirements, the financial promotions regime, HMRC's tax treatment of crypto assets including DeFi and staking, MiCA's influence, and what it all means for investors.
Read article →InvestmentsCryptocurrency Regulation in 2026: What International Investors Need to Know
Crypto regulation has advanced significantly in 2025–26. MiCA in the EU, CARF automatic reporting, and FCA rules are all live. Here is what international investors need to understand.
Read article →Tax PlanningCryptocurrency Tax in the UK — HMRC's Approach and Your Obligations
HMRC does not treat cryptocurrency as currency. Gains are subject to Capital Gains Tax, income from staking is taxable, and HMRC has extensive data from exchanges. Here is what UK taxpayers need to know.
Read article →Tax PlanningCrypto Tax for UK Nationals Living Abroad
Cryptocurrency is not a tax-free zone for UK nationals living abroad. HMRC has clear views on the tax treatment of crypto assets, and the rules are more complicated for non-residents than many people assume. This guide sets out the key issues.
Read article →InvestmentsCurrency-Hedged ETFs: When to Use Them and When Not To
Currency-hedged ETFs neutralise exchange rate movements between your base currency and the currency of the underlying investments — but hedging has a cost and is not always the right choice.
Read article →InvestmentsCurrency Overlay Strategies for International Investors
Currency overlay is a sophisticated approach to managing FX exposure at the portfolio level — here is how it works and whether it is right for globally mobile investors.
Read article →Expat LifeLiving in Cyprus as an Expat: 60-Day Rule, Non-Dom Status and Property
Cyprus combines EU membership, English common law, a competitive corporate tax rate, and the non-domicile exemption on dividends and interest to create one of Europe's most sophisticated tax planning environments for internationally mobile investors.
Read article →Tax PlanningCyprus Non-Domicile Tax Status: A Practical Guide for 2026
How Cyprus non-domicile status works in practice: the 60-day rule, economic ties required, IP Box regime, dividend and interest exemptions, GESY contributions, and the practical steps to establish residency.
Read article →Property InvestmentCyprus Property Investment: Non-Dom Tax Benefits, EU Membership and Market Guide 2026
A comprehensive guide to buying property in Cyprus — covering the non-dom tax regime, EU residency benefits, transaction costs, market segments and what international investors need to know.
Read article →Tax PlanningWhy Cyprus Tax Residency Remains One of the Most Attractive in 2026
Cyprus's 60-day residency rule, non-dom regime, zero CGT and 15% corporate tax make it one of Europe's most compelling tax residency options in 2026.
Read article →Market AnalysisThe Dollar's Future: De-Dollarisation Trends and What They Mean for Investors
Talk of de-dollarisation has intensified, but how real is the shift away from dollar dominance, and what does it mean for internationally mobile investors managing multi-currency wealth?
Read article →Wealth ManagementDeath Abroad: What Happens to Your Assets and How to Plan for It
Dying abroad without proper planning leaves a complex, expensive, and distressing burden for your family — this guide explains what happens and how to ensure your wishes are carried out.
Read article →PensionsDecumulation Planning: Turning a Pension Pot into Retirement Income
The transition from saving to spending is one of the least-understood stages of financial planning — here is a comprehensive guide to decumulation for internationally mobile retirees.
Read article →Estate PlanningDeed of Variation After Death: Redirecting an Inheritance
How a deed of variation allows beneficiaries to redirect an inheritance for tax efficiency or family planning purposes — and the rules, deadlines, and limitations that apply.
Read article →InvestmentsInvesting in Defence and Aerospace: A Guide for International Investors
European rearmament, rising NATO defence budgets, and dual-use technology are creating a structural tailwind for defence and aerospace equities. We examine the investment case, key companies, ETF options, and the ESG complications.
Read article →Market AnalysisThe Demographic Dividend: Investing in Ageing Populations and Healthcare
Demography is destiny in investing. Ageing populations in developed economies and young workforces in emerging markets are creating powerful, multi-decade investment themes that reward patient capital.
Read article →InvestmentsCryptocurrency and Digital Assets: A Sober Guide for HNW Investors
Digital assets have moved from fringe to mainstream investment discussion — but the volatility, complexity, and risk remain real. Here is a measured guide for HNW investors in 2026.
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