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Technical Guides

Explore a comprehensive collection of technical guides designed to empower your financial journey.

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Estate Tax Planning For US Share Holders

Download this free guide that looks at effective estate planning for holders of US company shares.

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UK State Pension Guide

If you have left the UK and are wondering what you should do about your UK State Pension, download our free guide now. 

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Irish Pension Transfer Guide

A guide for expatriates and international investors who have been working in Ireland for more than 10 years.

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Ten Year Tax Rule Guide

The 10-year tax rule is an incentive that can benefit Australians and those that have, or are planning to relocate. Download this free guide to see how it works.

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Family Investment Company Guide

This Family Investment Company tax guide is for investors taking the limited company route to help structure their finances.

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UK Tax Return Guide

guide for UK expatriates looking for help with their tax returns & reporting. Find out more about reporting your income in the UK when you are abroad.

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Importance of a Will guide

guide for expatriates looking to plan and safeguard their finances for their family’s future. Not making a Will could mean that some or all of your Inheritance either goes to the wrong person or the state.

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401k Guide

Our guide to 401(k) plans, IRAs (Individual Retirement Account) and other retirement assets aims to show you the differences between different US retirement assets, which one could be right for you and to assess your options when it comes to shifting your retirement account if you now live outside the US.

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UK Pension Transfer Guide

This guide, intended for those with UK pensions living outside the UK, will highlight the main considerations when deciding if transferring your pension benefits is right for you.

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France Tax Guide

Do you know about the tax implications of moving to France? This guide looks at many issues facing people moving from the UK to France to raise awareness of things that may affect you.

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Italy Tax Guide

Moving abroad is something many British do, and Italy is a very popular European destination for them. This
guide aims to provide expats with an overview of the various taxes in Italy

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Portugal Tax Guide

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Spain Tax Guide

This guide aims to raise awareness of the various tax issues that may affect you when moving from the UK to Spain. Depending on your individual circumstances, there may be steps you can take to minimize tax problems and even reduce your overall tax liability by moving to Spain.

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