Who this is for
Advice grounded in your actual circumstances.
For individuals whose international life creates continuing UK connections, or who are approaching a change that could alter their UK tax position.
People preparing to leave the UK for work, family or retirement.
Established expatriates with UK property, investments, businesses or regular visits.
Individuals considering a return to the UK after a period of non residence.
Clients planning a disposal, distribution or other significant transaction across a change of residence.
What is included
A defined scope, clearly explained.
Effective planning starts with an accurate picture of where you have been, where you expect to be and which decisions can still be influenced. We focus on practical choices within the law.
Residence review
We analyse the Statutory Residence Test using your days, ties, work pattern and history rather than a simple day count assumption.
Departure and arrival planning
We identify filings, timing points and areas requiring action before a move or return.
UK connections
The continuing implications of UK property, income, investments, directorships and family or work ties.
Transaction timing
Where a significant gain, income payment or restructuring is contemplated, we explain how residence and timing affect the UK position.
Ongoing review
We revisit the position when travel or circumstances change, because residence outcomes depend on the facts each year.
Why it matters
Residence is determined by facts, not simply by where you regard home to be.
Small changes in travel, work or accommodation can affect the Statutory Residence Test. An assumption made at the start of a year may no longer hold if plans change.
Late advice can mean a transaction falls into an unexpected UK tax period, or that records needed to support a residence position were never retained. Planning creates a documented basis for decisions while options remain open.