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.
Read the files →Results
Best structure for an investment holding company
Personal, UK investment company, holdco or offshore: 2026-27 tax rates, CIHC, s455 at 35.75%, SSE and company residence, with a worked example.
Dubai's expat savings plan trap: lock-in plans, hidden fees and how to get out
A Dubai expat savings plan is usually a long-term, investment-linked life policy. It isn't automatically a trap, but leaving early can be expensive.
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.
Cross-border portfolio construction: domicile, currency and the two traps that catch most investors
US estate tax on offshore-held US shares, and PFIC treatment of non-US funds. Two rules that quietly reshape how an internationally mobile portfolio should be built.
Every insight starts as a real client file.
If a piece here maps to your situation, the fastest next step is an advisor call — written diagnosis in five business days, with no hourly billing from the first line.