Insights, guides & briefings.
Working papers from our senior advisors on cross-border structuring, banking, licensing, mobility and tax. Long-form guides for the topics that repay careful reading; short briefings when the news moves.
Tier-by-tier diagrams of holding stacks, funds, trusts, licensed entities and asset vehicles — with the tax drivers and the failure points.
Browse the library →The brief, the structure we built, the sequence of steps, the timeline and the fee model — real files, identifying detail removed.
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QROPS in 2026: Transferring a UK Pension Overseas Without Triggering the 25% Charge
What a QROPS actually is, when the 25% overseas transfer charge applies after the 2024 rule change, the reporting periods that keep biting, and who should not transfer at all.
Stock Options Across Borders: The Tax Trap Nobody Flags at Grant
Options granted in one country and vested after a relocation can trigger tax in both. Here's why grant-date paperwork rarely accounts for it.
Employer of Record vs. Local Entity: Hiring Across Borders Without the Mess
An EOR lets you hire abroad without incorporating. Here's the headcount and cost threshold where setting up a local entity actually becomes cheaper.
Redomiciling a Company: When Moving Jurisdiction Beats Starting Over
Redomiciliation lets a company change jurisdiction without dissolving. Here's when continuation beats liquidate-and-reincorporate, and what actually survives the move.
Private Foundations vs. Trusts: Choosing a Vehicle for Giving and Control
Civil-law families often default to a foundation without knowing why. Here's the practical difference between a foundation and a trust for giving and control.
Trust Protectors: The Role Nobody Explains Until It Matters
A trust protector can override trustee decisions, remove trustees, and reshape the trust, but only within limits families rarely check upfront.
'Trusts for Founders: Why "I''ll Do It Later" Is the Most Expensive Decision'
A trust settled after a liquidity event does a fraction of the work of one settled before. Here's why timing determines almost everything a founder's trust can achieve and why "later" usually means "not effectively."
Digital Nomad Visas vs. Tax Residency: The Paperwork Trap
A digital nomad visa lets you live somewhere legally. It doesn't decide where you're tax resident. Here's why the two get confused, how the confusion gets expensive, and how to actually structure it.
Citizenship and Residency by Investment in 2026: Which Programmes Still Deliver
Due diligence timelines have doubled at several citizenship and residency by investment programmes since 2024. A practical, jurisdiction-by-jurisdiction look at what still works in 2026 and what doesn't.
UK pension transfers abroad: SIPP, ROPS and the questions nobody asks first
A director-led guide to moving or keeping a UK pension when you live abroad — the Overseas Transfer Charge, SIPP versus ROPS, currency, and the five tests we apply before recommending anything.
Why we take no commission — and what it costs you when your adviser does
Commission-based advice is still the norm for expat investors. Here is the arithmetic of the products it produces, and what fee-only advice looks like in practice.
Education fee planning: the six-figure liability most families never model
Two children, international school then a UK or US university, is a seven-figure commitment in today money. How to fund it without disturbing the rest of the plan.
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