Residency & International Wealth Planning
Residency & International Wealth Planning
For individuals with international connections, UK tax and residency exposure requires careful planning. Our residency and international wealth planning is designed for UK residents with overseas connections, non-UK residents with UK assets, and those navigating cross-border tax and estate planning.
What we do
- •UK tax residency assessment and planning
- •Cross-border tax planning and coordination
- •Double tax treaty analysis and optimisation
- •International estate planning and asset structuring
- •Domicile planning and status optimisation
- •Regular reviews to ensure planning remains effective across jurisdictions
Who it's for
- •UK residents with international connections or assets
- •Non-UK residents with UK assets or income
- •Individuals splitting time between the UK and other countries
- •Expatriates and international families with UK connections
Common scenarios
UK residency determination
Understanding UK tax residency and its impact on your tax obligations, and planning accordingly.
Moving to or from the UK
Planning for relocation to or from the UK, including tax, asset structuring, and compliance across jurisdictions.
Cross-border assets
Coordinated planning to manage tax, avoid double taxation, and structure assets across jurisdictions.
How it works
- Discussion of your residency, assets, and connections across jurisdictions
- Assessment of residency, domicile, and tax exposure
- Identification of planning options and treaty implications
- Implementation of structures and reporting in line with your objectives
- Ongoing review as your circumstances or the law change
Frequently asked questions
How is UK tax residency determined?+
UK tax residency is determined by the Statutory Residence Test, which considers days in the UK, UK ties (e.g. family, accommodation, work), and other factors. This is complex and requires professional consideration.
What if I'm not UK resident but have UK assets?+
Non-UK residents can still be subject to UK inheritance tax on UK assets and may have UK tax on UK income. The position depends on your circumstances, domicile, and tax treaties. Professional advice is essential.
How do double tax treaties affect my situation?+
Treaties between the UK and other countries govern taxing rights and double tax relief. They can affect income, gains, and inheritance tax. Understanding the relevant treaties is important for international planning.
What is domicile and how does it affect tax?+
Domicile is a legal concept that can affect UK tax, especially inheritance tax. It can differ from residency. Professional advice is needed to understand your status and its implications.
What should I do if I'm moving to or from the UK?+
Moving to or from the UK has major tax and planning effects. Professional advice before, during, and after the move helps ensure proper planning and compliance.
How do I coordinate planning across multiple countries?+
Coordinating planning across countries requires understanding the rules in each place, relevant treaties, and how strategies interact. Specialist international tax and estate planning advice is typically needed.
When should I seek international tax advice?+
Advice is recommended if you spend significant time in the UK, have UK assets or income, are moving to or from the UK, or have connections in several countries. Early planning usually gives more options and better outcomes.
Next steps
Explore our tools with calculators and quizzes to help you assess your situation.
Learn more about how we work.
Disclaimer
For UK consumers only. Tardi Group Ltd is not FCA authorised as a firm. Tardi Group Ltd is not authorised or regulated by the FCA. Information is general and not personal advice. Personal recommendations (where applicable) only after full review and signed client agreement. We may work with FCA-regulated advisers where required.