General tax planning For Expats

I want to protect my assets and understand inheritance tax exposure.

Cross-border inheritance tax planning can help British expats understand where their estate may be taxable, how assets may pass to beneficiaries and whether wills, trusts or other structures should be reviewed.

The right approach depends on your residence, domicile or long-term residence position, asset location, family circumstances and the tax rules in each relevant country.

I’m facing double taxation on my income and gains.

Double taxation can arise when more than one country claims taxing rights over the same income or gains. We help you understand how relevant double tax treaties, foreign tax credits, exemptions or local reliefs may apply.

Treaties can help allocate taxing rights and reduce double taxation, but the outcome depends on the countries involved, the income or gain, and your personal circumstances.

I need clarity on my UK tax residency status.

UK tax residence is usually assessed under the Statutory Residence Test, which considers factors such as days spent in the UK, UK ties and overseas work or residence patterns.

Understanding your residence position is essential before making decisions about income, gains, pension withdrawals, property disposals or repatriation.

I’m a British expat returning to the UK and need guidance on split year treatment.

If you leave or return to the UK part-way through a tax year, split-year treatment may apply if the relevant conditions are met.

We help you understand how the timing of your return may affect income, gains, pension withdrawals, asset disposals and reporting obligations.

I’m an offshore oil and gas worker — what tax do I need to pay?

Tax for offshore oil and gas workers can be complex because work location, employer structure, residence status, treaty position and travel patterns can all affect the outcome.

We help you understand your reporting obligations and coordinate tax planning around your work pattern and wider financial position.

I’m confused by UK tax returns as a British expat.

British expats may still need to file UK tax returns where they have UK-source income, rental property, capital gains, pension income or other reporting obligations.

Where tax return preparation is required, we coordinate with trusted third-party partners so your filing position and wider tax planning remain aligned.

I’m confused about domicile, residence and the new UK tax rules.

UK tax rules for internationally mobile individuals changed significantly from 6 April 2025. The previous remittance-basis regime for UK resident non-doms was abolished and replaced with a residence-based foreign income and gains regime for eligible new UK residents.

We help you understand how residence, domicile, long-term residence, inheritance tax exposure and transitional rules may affect your planning.

What tax do I need to pay if I repatriate to the UK?

Returning to the UK can affect how your income, gains, pensions, investments and overseas assets are taxed. Repatriation planning helps you review timing, reporting obligations and potential tax exposure before your UK tax residence position changes.