International Financial Planning
Financial Planning Guides
670 in-depth guides covering all aspects of international financial planning for UK expats and globally mobile investors — from tax and estate planning to offshore investment structures and currency strategy.
Estate Planning & Succession
Wills, trusts, IHT, succession planning, and cross-border estate law for internationally mobile individuals.
Trustee Investment Duties Under the Trustee Act 2000: A Complete Guide
A detailed guide to trustee investment obligations under the Trustee Act 2000: standard investment criteria, the duty to seek advice, delegation, investment policy statements, and managing breach of trust risk.
Read guide →Trustee Investment Policy Statement: Legal Duties, Best Practice, and Practical Guidance
The Trustee Act 2000 requires trustees to apply Standard Investment Criteria to all investment decisions. A well-drafted Investment Policy Statement codifies this obligation, protects trustees, and provides a framework for consistent, purposeful investment management.
Read guide →Trusts for Internationally Mobile Families: A Plain English Guide
A clear, jargon-free introduction to how trusts work, why they are used by globally mobile families, and what you need to know before settling assets into a trust structure.
Read guide →UK IHT and the Non-Dom Regime Changes Post-2025
A comprehensive analysis of the inheritance tax and non-dom regime changes that took effect from April 2025, what they mean for existing and new non-UK domiciliaries, and the planning priorities going forward.
Read guide →UK Inheritance Tax Planning for Non-Domiciled Individuals
How UK inheritance tax applies to non-domiciled individuals, which assets are in scope, the key reliefs and exemptions, and the planning strategies available in 2026.
Read guide →UK Inheritance Tax on Non-UK Assets: What Expats Must Know
UK inheritance tax applies to your worldwide estate if you are a UK long-term resident — not just your UK assets. Many internationally mobile families discover this far too late. Here is what you need to know and what you can do about it.
Read guide →UK Inheritance Tax: A Comprehensive Guide for Internationally Mobile Individuals
The 2025 non-dom reforms have shifted UK IHT exposure from a domicile-based to a residence-based test — a fundamental change that demands urgent review for long-term UK residents.
Read guide →UK Tax on Trusts: How Settlors and Beneficiaries Are Taxed When Non-Resident
Non-resident settlors and beneficiaries of UK and offshore trusts face a complex web of income tax, CGT, and IHT rules — many of which apply regardless of where the trust or its assets are located.
Read guide →UK Trust Registration Service: A Complete Guide for Trustees
The Trust Registration Service now covers almost every UK trust and many non-UK trusts with UK assets. This guide explains which trusts must register, how to meet HMRC deadlines, what beneficial owner information to disclose, and how the regime interacts with GDPR access rights.
Read guide →Using Life Insurance as an IHT Planning Tool
Life insurance written in a discretionary trust is the most practical solution to the IHT liquidity problem — providing a guaranteed lump sum outside the estate to pay the tax bill before probate is granted.
Read guide →Using Trusts for Wealth Transfer as an Expat
Trusts can be powerful wealth transfer tools for expats — but only when correctly structured at the right time, and with full awareness of the UK's trust tax regime.
Read guide →Using Your UK LPA Abroad: International Recognition of Powers of Attorney
A UK lasting power of attorney is not automatically valid in other countries. This guide covers the international recognition problem, the Hague Convention on the Protection of Adults (ratified by the UK for Scotland only, and given partial effect in England and Wales via the Mental Capacity Act 2005), apostille requirements, and the country-specific equivalents you need in Spain, France, the UAE, and other key jurisdictions.
Read guide →When to Review Your Will, Trusts, and Succession Documents
Your succession documents need to keep pace with your life — a will drafted when you were single and UK-domiciled may be dangerously out of date if you are now married, internationally mobile, and own assets in several countries.
Read guide →Wills for Internationally Mobile Individuals: A Practical Guide
Why internationally mobile individuals need more than a standard UK will — and how to structure your testamentary documents to work across borders.
Read guide →Wills, Intestacy Rules, and Estate Administration for Internationally Mobile Individuals
Without a carefully drafted will, an internationally mobile person who dies with assets in multiple countries faces the chaotic intersection of multiple national intestacy rules. A strategic approach to wills — including separate locally drafted documents for each jurisdiction — is one of the most important steps any HNW expat can take.
Read guide →Writing a Will Abroad: Legal Requirements in Different Jurisdictions
A practical guide to the formal requirements, recognition rules, and common pitfalls when drafting a will as an expatriate or internationally mobile individual.
Read guide →Philanthropy & Charitable Giving
Gift Aid, donor-advised funds, private foundations, charitable trusts and legacy giving.
Charitable Trusts and Donor-Advised Funds for International Philanthropy
A guide to the main vehicles for structured international giving — charitable trusts, donor-advised funds, and private foundations — covering tax benefits, governance, and cross-border considerations.
Read guide →Donor-Advised Funds vs Private Foundations: Which Structure Fits?
A detailed comparison of donor-advised funds and private foundations for HNW individuals — covering costs, control, tax treatment, grant flexibility, and the scenarios in which each structure excels.
Read guide →Donor-Advised Funds: Tax-Efficient Philanthropy for UK High-Net-Worth Individuals
Donor-Advised Funds (DAFs) allow philanthropically minded individuals to make a large, immediately tax-relieved contribution and then recommend grants to charities over time. This guide explains how UK DAFs work, their tax advantages, how they compare to private foundations, and what to look for in a DAF provider.
Read guide →Impact Investing for Charitable Foundations
A guide to impact investing for UK charitable foundations: programme-related investments, mission-related investments, blended finance, social enterprise financing, measuring impact, and real-world examples.
Read guide →Legacy and Philanthropy Planning for Wealthy Families
Structured philanthropy is not merely about writing cheques to good causes — it is a discipline that can transmit family values across generations, reduce inheritance tax, and create a lasting legacy beyond financial wealth.
Read guide →Managing a Charitable Foundation's Investment Portfolio
UK charity trustees have a legal duty to invest wisely on behalf of their beneficiaries. Whether through a specialist charity investment manager, a pooled fund, or a segregated mandate, the investment strategy must reflect the charity's purposes, ethical obligations, and spending requirements.
Read guide →Philanthropic Giving Strategies for High-Net-Worth Individuals
Strategic philanthropy goes well beyond writing cheques. With the right structures — donor-advised funds, charitable trusts, private foundations, and careful tax planning — high-net-worth individuals can multiply the impact of their giving while reducing inheritance tax, capital gains tax, and income tax simultaneously.
Read guide →Philanthropy for HNW Individuals: Giving Structures and Tax Efficiency
A guide to philanthropic giving structures for high-net-worth individuals — covering the main vehicles, their tax implications, and how to align charitable strategy with personal values and wealth planning.
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