Navigating Financial Transitions
A Guide for Teachers Relocating to the UAE
Tax Guide for Expats in Italy
Understanding Italian Tax Rules for Foreign Residents
The Definitive Guide to Financial Freedom After Divorce
Divorce is emotional and financial. Stay organised, avoid costly mistakes, and rebuild with confidence.
Future-Proofing the Family Farm
Financial Planning and Succession Strategies for Farming Families
UAE Golden Visa
Your gateway to long term UAE residency
Tax Guide for Expats in Florida
Download our Repatriation Guide for British Expats
Take Control of Your Money: Use Our Expenditure Questionnaire
A simple plan beats good intentions. Build a budget you can actually stick to and start making confident decisions with your cash.
Retirement Destinations Attractiveness Report (for UK Nationals) 2025
UK to UAE: Your Financial Relocation Roadmap
Download our 2025 guide - built for British professionals relocating to the UAE.
UK Non-Dom Changes: Are You Impacted?
Download our guide to explore the full implications and what you can do to prepare.
Planning Your Return to the UK
Download our Repatriation Guide for British Expats
Options for Regular Saving
An Expat's Guide to Building Wealth with Consistency and Discipline
Lasting Powers of Attorney
Your Guide to Lasting Powers of Attorney (LPA)
Pensions in Europe
Considering retiring to Europe? Already living your dream life under the sun?
Pension Consolidation Guide
A Clearer, Smarter Way to Manage Your Retirement Savings
Offshore Bank Accounts
A Guide for International Investors
International Private Medical Insurance
Protecting Your Health Worldwide
Estate Planning Guide
Securing Your Family’s Financial Future
Enduring Power of Attorney (EPOA) – In-Depth Overview
Understand the role and importance of an Enduring Power of Attorney (EPOA).
Corporate Pensions and Savings Solutions
Helping Employers Plan for Tomorrow, Today
Retirement Plans for US Resident Aliens
Living in the US but not a citizen? Your retirement planning still matters.
Review Your Pension Solution
Unhappy with your pension performance? Here’s what to check.
Asset Protection
Safeguard your estate. Shield your family. Preserve your legacy.
Fixed Indexed Annuities Guide
Growth. Protection. Guaranteed Income.
8 Costly Financial Mistakes in Divorce
Divorce is hard enough. Don’t let financial mistakes make it harder.
Save Up To 67% in Pension Taxes
A Strategic Guide for UK Expats Living in the Middle East
Managing Your UK ISA
A guide to retaining & optimising your ISA while living abroad.
Assurance Vie Guide
Find out more about an Assurance Vie, a type of insurance contract in France that combines life insurance coverage with investment elements.
Effective Estate Tax Planning for holders of US Company Shares
Discover how non-US residents with US company shares can protect their beneficiaries from unnecessary estate tax.
Australia Investing & Tax Guide
A guide to help UK expats financially plan for investing & tax while located in Australia. Covers superannuation and long-term investment plans.
UK State Pension Guide
Understand Your UK State Pension — No Matter Where You Live
Irish Pension Transfer Guide
If you’ve left Ireland, don’t leave your pension behind.
Superannuation Guide
Whether you are from Australia or an expat living there, having a comprehensive guide to understanding the ins and outs of how Superannuation works is vital.
Family Investment Company Guide
A modern way to grow wealth, reduce tax, and secure your legacy.
UK Tax Return Guide
Still have UK income? Understand your tax reporting responsibilities—wherever you live.
The Importance of Having a Will
Protect your loved ones. Protect your wishes. Protect your legacy.
401(k) & US Retirement Plans
Left the US but still have retirement assets there? Here’s what to do next.
UK Pension Transfer Guide
If you’ve worked in the UK and now live overseas, your pension is likely still tied to UK tax rules, currency risk, and restrictive access. But you have options.
France Tax Guide
Relocating to France? Be sure your financial plans travel with you.
Italy Tax Guide
Plan ahead to protect your wealth when relocating to Italy.
Portugal Tax Guide
Understand your tax obligations and opportunities before you relocate.
Spain Tax Guide
Relocating to Spain? Make sure your tax planning moves with you.
