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...

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 Tax planning

IHT on pensions: Advisers on a new way of working

IHT on pensions: Advisers on a new way of working

‘It has shifted the timing and focus of conversations’

Jenna Brown
clock 10 June 2026 • 8 min read
New tax powers can trace money – home and away

New tax powers can trace money – home and away

Tightened border controls could trigger tax probes

David Morley
clock 10 June 2026 • 3 min read
Breaking the last-minute tax planning cycle

Breaking the last-minute tax planning cycle

'Tax year-end remains one of the most stressful times for advice professionals'

Sophie Hall
clock 10 June 2026 • 3 min read