How we can help with
Advice for the Internationally Mobile and UK Returnees
Admittedly this is quite broad. However, you could be:
UK national wanting to emigrate; become a nomad.
UK national wanting to return to the UK after several years away.
UK resident, but not yet domiciled in the UK.
UK non-resident, and not yet domiciled in the UK but intending to become a UK resident.
Whatever your situation, you will have unique challenges around:
Banking
Extracting capital with consideration to capital gains tax (CGT), drawing income tax efficiently also with due consideration to withholding tax; and also reducing exposure to Inheritance Tax (IHT)
Money Laundering
Financial Planning and Investment Management
Obtaining the most appropriate VISA
You need to get this right. Getting this wrong could be very expensive and more importantly cause unnecessary disruption to your lifestyle.
We recognise these challenges. We and our network of specialist associate partners combine our expertise to consider the following challenges:
Review of your domicile status for you and your spouse (if applicable)
Tax planning, ideally prior to entering the UK and also future tax compliance
Investor visa viability
Tax planning, ideally prior to leaving the UK and exploring potential wealth and lifestyle protection strategies
Structuring your investment holdings strategically which could involve Excluded Property Trusts (EPTs), international pensions and more
For an initial consultation, book an initial consultation below.
Events
Do you fit our client profile?
Would you say 'yes' to one of the following?
Salary
120k
Do you earn more than £120,000 per annum?
Portfolio
5
Do you have a property portfolio of 5 or more properties? Or are you an ambitious property entrepreneur?
Asset
2.5m
Do you have assets of at least £2.5M, or are projected to have so at death?
Property
Business
Do you have a business that is likely to still be trading on death?
Success Stories
See more reviews on TrustPilot
ADL has been a delight to work with. Extremely knowledgeable about the subject of IHT, but also how this technically fits into the bigger picture and wider wealth planning.
- Rob, Independent Financial Adviser