Insights, guides & briefings.
Working papers from our directors on cross-border structuring, banking, licensing, mobility and tax. Long-form guides for the topics that repay careful reading; short briefings when the news moves.
Tier-by-tier diagrams of holding stacks, funds, trusts, licensed entities and asset vehicles — with the tax drivers and the failure points.
Browse the library →The brief, the structure we built, the sequence of steps, the timeline and the fee model — real files, identifying detail removed.
Read the files →Results
UK pension transfers abroad: SIPP, ROPS and the questions nobody asks first
A director-led guide to moving or keeping a UK pension when you live abroad — the Overseas Transfer Charge, SIPP versus ROPS, currency, and the five tests we apply before recommending anything.
Drawdown across borders: sequencing withdrawals when you retire in a different country
Which pot to draw first, how treaties allocate taxing rights on pension income, and why the order of withdrawals is worth more than an extra 0.5% of return.
Every insight starts as a real client file.
If a piece here maps to your situation, the fastest next step is a director call — written diagnosis in five business days, fixed-fee from the first line.