Tax Advice

Tax Planning for UK Arrivals

If you’re arriving or returning to the UK, expert tax advice is essential to understand your obligations and stay fully compliant with HMRC.

We can help you plan your arrival effectively, ensuring you take advantage of any available reliefs and avoid common pitfalls.

Our services include:

  • Pre-arrival or pre-return planning (e.g., timing of arrival, structuring of income and assets)
  • A bespoke Residence Rulebook, outlining how UK tax rules apply to you and your family
  • Registration with HMRC and preparation of your first UK tax return
  • Coordination with your overseas advisers to optimize your global tax position

Tax Planning for UK Arrivals

Frequently Asked Questions

When should I seek tax advice if I'm planning to move to the UK?

Ideally, you should seek advice 6-12 months before your arrival. This allows time for pre-arrival planning, such as restructuring investments and timing asset disposals. Early planning can save thousands in unnecessary tax.

What is the Statutory Residence Test and how does it affect me?

The Statutory Residence Test (SRT) determines your UK tax residence status based on factors including days spent in the UK, UK ties, and overseas work. Your residence status affects whether you pay UK tax on worldwide income or just UK-source income. Getting this assessment wrong can lead to significant tax liabilities and penalties.

I'm returning to the UK after 10 years abroad - will I be taxed on my overseas assets?

As a UK resident, you’re generally taxed on worldwide income and gains. However, there may be opportunities to benefit from split-year treatment, and the new “foreign income and gains” exemptions. Proper structuring of overseas assets before arrival is crucial and each situation requires careful analysis.

Tax Planning when Leaving the UK

If you are planning to leave the UK, either temporarily or permanently, it is vital to review your tax position before departure.

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General Tax Planning

While our main focus is on internationally mobile clients, we also provide strategic tax planning for UK residents seeking to manage their personal tax affairs efficiently.

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Get bespoke, efficient tax advice you can trust.

Together, we’ll craft tailored strategies that make complex tax planning efficient, simple and stress-free.