Each toolkit brings together the specific planning tools you need for a particular stage or decision. Work through them in order, understand your position, and when you’re ready to act, book a call to discuss the next steps.
Everything you need to think about before you go. Five interactive tools to help you confirm your residence status, sequence your departure, and understand your ongoing tax exposure.
Moving back to the UK under the new 2025 tax rules? Three tools to check whether you qualify for the FIG exemption, when you become UK-resident again, and whether to restructure before you arrive.
Already hold an offshore bond? Four tools to help you understand the tax cost of withdrawals, check whether you are overpaying, and calculate available reliefs.
Five tools to help you build a tax-efficient retirement income. Compare pensions and offshore bonds, project your drawdown year by year, and understand the April 2027 pension IHT changes.
Tools to help you understand your IHT exposure, explore cross-border rules, and plan how to pass on wealth to the next generation as efficiently as possible.
Inheritance tax does not stop at national borders. This interactive map explores inheritance tax regimes across many of the world’s most popular expatriate and wealth management jurisdictions, including applicable tax rates and other important succession planning considerations.
