Clients moving overseas? Everything advisers need to consider

Robust cross-border planning essential

clock • 4 min read

David Morley sets out the important planning considerations for clients thinking of moving to Europe…

Rising UK tax burdens, combined with lifestyle concerns, are increasingly prompting Britons to consider moving overseas. For younger people, this often means the Middle East, Singapore, or countries with digital nomad visa programmes. For other, often wealthier people, the movement is quieter, accelerating their retirement plans for a better quality of life in a warmer climate. The starting point to advise them should involve two principles: What does someone need legally to live in another country? In tax terms, what is residence and nationality? From a UK view, this means...

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