Client Case Study (Comprehensive Review)

Client Background: A retiree planning to emigrate to the UK in 2022, looking to understand his tax position and find ways to reduce his tax liability.

Service: As the client did not have any knowledge of the UK tax system and wanted a full review of his situation, we provided a full tax analysis and advisory service, which included tax residency and domicile analysis, Income Tax, Capital Gain Tax, Inheritance Tax, Stamp Duty Land Tax analysis, introduction to Arising Basis and Remittance Basis, income optimisation calculations, and tax planning advice on the above.

If you have similar needs, please feel free to discuss with us, so that we can recommend the right service for you.