Insights
Explore guidance and commentary on international tax, wealth structuring, fiduciary planning, family office advisory, relocation, succession and transaction-related matters.
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UAE Corporate Tax: New Guidance on the Taxation of Family Foundations
The UAE Federal Tax Authority has issued an updated Corporate Tax Guide on the taxation of Family Foundations, providing further...
Internationally mobile clients: residence history, time apportionment and top slicing relief
Article 5 of 5 | How UK residence history and relief calculations can affect the tax cost of foreign policy...
The 5% withdrawal rule: tax deferral, not tax exemption
Article 4 of 5 | Why regular withdrawals from offshore bonds and foreign policies can create deferred UK tax exposure...
The UK chargeable event regime: when an insurance wrapper becomes an income tax issue
Article 3 of 5 | Why foreign life policies and offshore bonds should not be treated as ordinary investment portfolios...
Foreign insurance wrappers: why UK-resident clients should look again
Article 2 of 5 | The existence of foreign life policies, offshore bonds and investment-linked insurance wrappers, and why they...
Insurance wrappers and personal portfolio bonds: the anti-avoidance trap to identify first
Article 1 of 5 | An introduction to foreign insurance wrappers, offshore bonds and bespoke policy structures, and why asset...