E-Guides

Our Expat Financial Planning Guide setting out seven critical steps to protect your wealth before leaving the UK - helping you optimise your tax and residency, investments and pensions, to avoid costly mistakes and prepare with confidence.

Making the complex simple, for clients worldwide

Our Expat Finance Guide provides valuable insights and details the key considerations you need to address when relocating to France.

Our Expat Finance Guide to Spain provides valuable insights and details the key considerations you need to address when relocating to Spain.

Our Expat Finance Guide to Switzerland provides valuable insights, and details the key considerations you need to address when relocating to Switzerland.

Our Expat Finance Guide to the US provides valuable insights, and details the key considerations you need to address when relocating to the US.

The UK Statutory Residence Test (SRT) determines an individual's residence status for tax purposes, based on the number of days spent in the UK and other connecting factors.

An invaluable guide to the planning and wider considerations involved when returning home from abroad - to ensure that your transition is as smooth as possible.

For American expatriates residing in the United Kingdom, navigating two tax jurisdictions, two types of pension schemes, two types of state pension, and differing investment regulations can be extremely complex. This guide highlights the key issues you need to be aware of, the potentially costly pitfalls you need to avoid, and explains how our dual-qualified advisors can help you to create and manage your cross-border financial strategy.