For Individuals

We advise internationally connected individuals, founders and overseas business owners on all aspects of UK Personal Tax, ensuring their UK obligations align with their global position.

Our services include:

• Preparation and submission of UK Self Assessment returns
• Reporting of worldwide income and gains
• Residence and domicile analysis
• Pre-arrival and departure tax planning
• Foreign Income and Gains (FIG) considerations
• Capital Gains Tax planning and reporting
• Foreign tax credit claims and treaty relief
• UK tax implications of directorships and shareholdings

Where cross-border issues arise, we manage double taxation exposure, applying relevant Double Tax Treaties and coordinating with overseas advisers to ensure consistent and efficient reporting across jurisdictions.

We also advise business owners establishing a UK subsidiary or permanent establishment, ensuring alignment between corporate structuring and personal tax exposure.

With global information exchange now standard, HMRC scrutiny of offshore income and assets has increased significantly.

We support clients facing:

• HMRC enquiries and compliance checks
• COP8 and COP9 investigations
• Worldwide disclosure requests
• Offshore asset reporting reviews (CRS / FATCA)
• Voluntary disclosure facilities
• Historic regularisation of overseas income or gains

We manage correspondence directly with HMRC, providing clear strategy and controlled engagement to minimise risk and disruption.

Effective tax planning for internationally connected families requires coordination across personal, corporate and cross-border considerations.

We provide proactive advice on:

• Structuring inbound investment into the UK
• Tax-efficient UK property purchases (corporate vs personal ownership)
• SDLT, ATED and ongoing property reporting
• Family Investment Companies (FICs)
• Intergenerational wealth structuring
• Dividend and profit extraction planning
• Shareholding and remuneration strategies
• Permanent establishment and residency analysis
• Transfer pricing and intercompany arrangements

For overseas businesses setting up in the UK, we ensure the interaction between corporate tax, personal tax and international reporting is aligned from the outset.

UK Inheritance Tax can apply unexpectedly to internationally connected families, particularly where UK situs assets — including UK property and UK companies — are involved.

We advise on:

• UK IHT exposure for residents and non-residents
• Pre-investment structuring for overseas families
• Family Investment Companies in succession planning
• Lifetime gifting strategies
• Interaction between UK IHT and overseas succession taxes
• Estate administration and post-death reporting

Early structuring is critical. We help families protect wealth while maintaining flexibility and governance control.

Trusts remain an important planning tool for asset protection, succession planning and cross-border wealth structuring. We advise on the establishment, restructuring and ongoing UK tax compliance of trusts, including:

• UK and offshore trust structures
• Relevant property regime considerations
• Entry and exit charge planning
• Trust registration requirements
• Interaction between trusts and Family Investment Companies
• Coordination of UK tax treatment with overseas tax regimes

For internationally connected families, trust planning can be advantageous – but trust structures need to be carefully structured to manage UK Income Tax, Capital Gains Tax and Inheritance Tax exposure while ensuring transparency and compliance with the disclosure regimes.