Guides

Read our guides to learn more about a particular topic

  • UK Inheritance Tax (IHT) Planning

    Navigating the complexities of UK Inheritance Tax (IHT) with tailored strategies to preserve your wealth for future generations.

  • SIPPs (Self-Invested Personal Pensions)

    Empower your financial future with a SIPP, a flexible and personalized approach to retirement planning, putting you in control of your investments.

  • QNUPS (Qualifying Non-UK Pension Scheme)

    Strategically enhance your retirement portfolio with a QNUPS, a robust solution for international wealth management and long-term financial security.

  • QROPS (Qualifying Recognised Overseas Pension Schemes)

    Unlock international possibilities for your pension with QROPS, ensuring flexibility and efficiency in managing your retirement funds abroad.

  • National Insurance Contributions (NICs)

    Understanding the foundation of your social security: National Insurance Contributions (NICs), shaping a stable financial future for you and your community.

  • UK Statutory Residence Test

    Navigating tax complexities with the UK Statutory Residency Test - ensuring clarity and compliance for individuals determining their tax residency status.

  • Split Year Treatment

    Address the complexities that arise when you relocate to or from the UK partway through a tax year.

  • US Estate Tax

    Decoding the nuances of US Estate Tax to safeguard your legacy and ensure a seamless transfer of assets to the next generation.

  • Sequence of Gifting

    Optimizing tax efficiency and preserving wealth through strategic gift sequencing in the UK inheritance tax landscape.

  • Discounted Gift Trusts

    Optimize your estate planning with a Discounted Gift Trust, a strategic solution balancing wealth preservation and tax efficiency for a secure financial legacy.

  • Loan Trusts

    Explore the strategic financial benefits and asset protection offered by a loan trust.

  • Excluded Property Trusts

    Explore the advantages of excluded property trusts and how they can help you ensure the optimal preservation of wealth.

  • Offshore Portfolio Bonds

    Offshore Portfolio Bonds

    Navigating financial horizons with the benefits and considerations of an offshore portfolio bond.