Tax Advice Services.
Financial planning and tax planning work best together. For clients with cross-border connections, the tax questions can be as significant as the investment decisions – and they need specialist input. Where tax advice is needed as part of a broader plan, I work alongside a specialist UK tax adviser who focuses exclusively on internationally mobile individuals and families.
Tax Planning for UK Arrivals
If you are arriving or returning to the UK, the period before and immediately after your arrival is critical. UK tax rules on residence, domicile, foreign income and foreign assets are complex, and the decisions made in the first year can have lasting consequences. Expert tax advice at this stage helps you understand your obligations, plan efficiently from day one, and stay fully compliant with HMRC.
FIG Regime Eligibility Checker
Decision treeCheck whether you may qualify for the new UK Foreign Income and Gains regime.
Tool
Tax Planning when Leaving the UK
If you are planning to leave the UK, either temporarily or permanently, it is essential to review your tax position before departure. The rules governing when you cease to be UK resident, how long UK tax exposure continues after leaving, and how your assets and income are treated in the interim require careful planning – ideally started well before the point of departure.
UK Departure Planning Checklist
Interactive checklistA structured checklist for planning your departure from the UK.
Global IHT Map
Interactive mapExplore inheritance and estate tax rules across 100+ countries.
Tax Planning for Dual Residence
If you split your time between countries, you may face complex cross-border tax obligations in more than one jurisdiction. Dual residence situations involve overlapping rules on residence status, tax treaties, and the allocation of income and gains between countries. Clear advice at this stage helps avoid unintended tax liabilities and ensures your position is properly managed on both sides.
UK Residence Decision Tree
Decision treeQuick assessment of whether you are likely UK tax resident under the Statutory Residence Test.
UK Statutory Residence Test
Step-by-step trackerWork through the full Finance Act 2013 Statutory Residence Test step by step.
Tax Planning and Offshore Trusts
Offshore trust structures can play an important role in estate and succession planning for internationally mobile individuals, but they bring significant UK tax obligations for settlors, trustees and beneficiaries alike. Specialist advice is needed to ensure structures remain compliant and operate efficiently under current rules – particularly given the significant changes to the treatment of non-UK domiciled individuals in recent years.
IHT Exposure Visualiser
CalculatorSee the potential inheritance tax liability on your estate at a glance.
IHT Long-Term Residence Timeline
Interactive timelineVisualise how UK residence duration affects your exposure to inheritance tax.
Pensions in IHT Decision Guide
Decision guideUnderstand how pensions interact with inheritance tax under current and proposed rules.
UK Tax Filing and Compliance
With HMRC’s expanded reporting requirements and tightened penalties, keeping tax filings accurate and submitted on time is essential. This applies particularly to individuals with overseas income, foreign assets, or a change in residence status during the year. A specialist tax adviser can prepare and file UK returns correctly, handle HMRC correspondence, and ensure nothing is missed.
General Tax Planning
For UK residents who want to manage their personal tax affairs more efficiently, strategic tax planning advice can identify legitimate opportunities to structure income, gains and assets in a tax-efficient way. This sits alongside, rather than replaces, the broader financial planning conversation.
Segment Assignment Calculator
CalculatorCalculate the tax saving from assigning offshore bond segments to a lower-rate taxpayer.
If any of these areas are relevant to your situation, I am happy to discuss whether specialist tax advice should form part of your financial plan.
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What I offer
Coordinated financial planning services designed to help bring greater clarity, structure and long-term direction to complex financial lives.
Building Wealth
Investment Management
Successful investing is rarely about reacting to headlines or attempting to predict short-term market movements.
Business Owners & Entrepreneurs
Building a successful business often creates opportunities, complexities and financial decisions that extend far beyond the business itself.
Tax Efficient Structuring
Effective financial planning is not simply about investment returns, it is also about how wealth is structured over time.
Preserving Wealth
Later Life Planning
Later life planning often involves far more than financial considerations alone.
Cashflow & Lifestyle Planning
Financial planning should ultimately support the life you want to live, not simply the accumulation of assets.
Passing On Wealth
Inheritance Tax Planning
Preserving family wealth across generations often requires careful long-term planning rather than reactive decisions later in life.
Family Wealth Structuring
As wealth grows across generations, financial planning often becomes increasingly interconnected.
Trust & Estate Planning
Trust and estate planning can play an important role in protecting family wealth and supporting long-term succession objectives.
International & Complex Planning
Cross Border Planning
Cross-border financial planning often requires careful coordination between multiple financial systems, tax regimes and long-term personal objectives.
UK Repatriation Planning
Returning to the UK after a period overseas can create both valuable planning opportunities and significant financial complexity.
Schedule Your Free Discovery Meeting with an experienced Chartered Financial Planner.
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