Articles
Just Won the Lottery? Here’s What to Do Next (and What Not To)
How to Turn a Lottery Win Into a Lifetime of Financial Freedom
Winning the lottery is life-changing. Whether it’s £500,000 or £5 million, everything can shift overnight—from your sense of freedom to the number of people suddenly offering advice.
You might be excited, anxious, or completely overwhelmed. That’s perfectly normal. A big...
Setting Up a Disabled Trust: How to Protect a Loved One’s Future
Setting Up a Disabled Trust: How to Protect a Loved One’s Future
If you have a loved one with a long-term disability, protecting their financial future can feel both urgent and overwhelming. You want to ensure they’re cared for—without compromising their independence or access to essential benefits.
A Disabled Person’s Trust (also...
How Do I Set Up a Family Investment Company?
If you're considering a Family Investment Company to optimise Inheritance Tax planning or enhance your multi-generational wealth transfer strategy, please get in touch for a free initial consultation. We'll help you explore your options and determine the best approach for your needs.
Introduction In today's financial landscape, securing your family's future...
Understand How We Can Help You to Best Address the New UK Non-Dom Regime
Contact Us Today for a Fee Free Initial Meeting to Understand How We Can Help You to Best Address the New UK Non-Dom Regime
As Chartered Financial Planners, we're helping UK non-doms, today, to put in place investment staructures and arrangements that work to mirror the benefits that non-dom UK residents...
Managing UK Pensions and Inheritance Tax While Living Abroad
Managing UK Pensions and Inheritance Tax While Living Abroad
For many British nationals living overseas, financial ties to the UK remain significant—whether in the form of a pension, offshore investment, UK property, or inheritance exposure.
While your address may have changed, your tax obligations and retirement planning often haven’t. We work with...
Financial Advice for British Expats in Bahrain: Pensions, Investments & Tax Planning
British Expats in Bahrain: Are You Making the Most of Your Financial Position?
Bahrain remains a popular destination for British expats working in finance, oil & gas, education, and beyond. Its business-friendly environment, close proximity to Saudi Arabia, and relatively liberal lifestyle make it an attractive place to live and earn...
Financial Advice for British Expats in Qatar: Pension Transfers, IHT & Investment Planning
What Every British Expat in Qatar Should Know About UK Financial Planning
Living and working in Qatar presents an exceptional financial opportunity for British expats—zero income tax, high earning potential, and the ability to build long-term wealth at a faster pace. But making the most of your time abroad requires more...
Avoiding Costly Mistakes When Choosing a UK Adviser From Overseas
Finding the Right UK Adviser While Living Overseas Isn’t Always Straightforward
If you're a British expat living abroad, chances are you've still got strong financial ties to the UK—pensions, property, tax residency questions, or inheritance considerations. But choosing the right financial adviser while overseas isn’t always straightforward.
Many jurisdictions have complex rules...
Financial Advice for British Expats in the Gulf & UAE: Country-by-Country Planning Guide
A Strategic Overview of Pension, Tax, and Investment Options Across the Gulf
The Gulf and UAE remain top destinations for British expats seeking higher income, zero or low tax, and a better lifestyle abroad. But earning more is only part of the picture—what you do with that income matters just as...