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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QNUPS Explained: The Overseas Pension That Sits Outside UK Inheritance Tax
What a QNUPS is, how it differs from a QROPS, the inheritance tax position after the residence-based reform, and the mistakes that make HMRC treat one as a sham.
Pre-exit housekeeping: the eighteen months that decide what you keep
Value is lost at exit in diligence, not in negotiation. This guide sets out what to fix eighteen months before a sale — cap table, IP ownership, intercompany agreements, residence and tax position — and which of those changes stop being available once a buyer is in the room.
The currency problem nobody prices: matching assets to the life you actually live
A portfolio measured in dollars while school fees, mortgages and retirement are denominated in three other currencies is carrying an unmanaged risk larger than most of its market exposure. This article sets out how we think about currency for internationally mobile families — and why hedging everything is the wrong answer.
Inheritance tax planning for international families after the residence-based reform
Domicile is gone; long-term residence decides UK inheritance tax. What the ten-year test means, how the ten-year tail works, and the planning that still holds up.
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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