Tips for advising non-dom clients

clock

Planning for UK resident non-domiciles has become far more complex and it is now necessary to review their status annually. This has opened up opportunities for advisers, explains David Truman, partner at Menzies

A non-domicile (non-dom) may claim to be a remittance basis user, and avoid the arising basis, if they are within one of the following categories in any year: 1. They pay the remittance basis charge (RBC) of £30,000. 2. They have been resident in the UK for less than 7 of the last 9 years. 3. Their non-UK income and gains amount to less than £2,000 in the year. 4. They are under 18. The following are a range of pitfalls which commonly arise in advising non-doms who have taken poor or no advice and some potential opportunities for planning: PITFALLS Status checking: It is...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Why multigenerational engagement is becoming a competitive advantage for advisers

Why multigenerational engagement is becoming a competitive advantage for advisers

'Technical planning alone is no longer enough'

Jordan Wheatley
clock 02 July 2026 • 4 min read
Advice 2036: The decade we finally fixed the plumbing

Advice 2036: The decade we finally fixed the plumbing

Rory McLaren hops in his time machine to 2036 and reflects on what the advice profession got right in 2026...

Rory McLaren
clock 02 July 2026 • 4 min read
Advice firms target 17% average growth amid tech and productivity challenges

Advice firms target 17% average growth amid tech and productivity challenges

Research from Owen James reveals

Sophia Panayi
clock 01 July 2026 • 2 min read