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Building Strong Cross-Border Tax Architecture: The Foundation of Global Wealth

International relocation is one of the most financially significant events in a family's life. It…

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STEP Private Clients Awards 2026

Shortlisted for Boutique Firm of the Year (non-legal) 2026

2026 H1 Market Review and Outlook

Paul and Roger discuss how markets have performed in H1 2026 and potential factors affecting…

Bonds Behaving...Well

Stable yields and credit spreads signal healthy liquidity, reducing the risk of a major equity…

Potential Earnings

Leading indicators suggest macro fundamentals are holding up better than feared, supporting the earnings growth…

Confidence Across Borders: Wealth Management for a Mobile World

Avoid costly mistakes with expert planning 12–24 months before any international relocation.

The Relocation Timing Trap: Why International Families Must Plan Ahead

Discover why families must begin cross-border tax and wealth planning 12–24 months before relocating to…

Investment Allocation Across Borders: Designing Portfolios for a Mobile Life

Discover how internationally mobile families can build investment portfolios designed to stay tax-efficient and compliant…

The Residence Dilemma: Why UK Inheritance Tax Follows You Abroad

Leaving the UK doesn't end your IHT exposure. Learn how the residence-based system, IHT tail…

The Human Side of Cross-Border Wealth: Life Decisions, Adviser Coordination and the Long View

Cross-border wealth planning means more than tax structures. Explore how adviser coordination and long-term thinking…

Too Rich?

US valuations look manageable, but ambitious profit growth forecasts leave little margin for error

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