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

Are you platform-ready for April's pension IHT changes?

Are you platform-ready for April's pension IHT changes?

Keep preparations moving as guidance develops

Ben Hammond
clock 27 October 2026 • 5 min read
Before the Budget: Is your client's 'surplus' already spoken for?

Before the Budget: Is your client's 'surplus' already spoken for?

'Comfort with the conversation should not be mistaken for certainty about the commitment'

Phillip Wickenden
clock 26 October 2026 • 4 min read
Thousands of NHS workers yet to take McCloud tax action

Thousands of NHS workers yet to take McCloud tax action

Research reveals a gap of more than 30,000 between NHS Pension Scheme members

Isabel Baxter
clock 23 October 2026 • 3 min read