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  • Cross-Border Fixed Income Planning: Why the Old Rules Stopped Working in 2026

    • July 21, 2026
    • Posted by: Annette Houlihan
    • Category: Uncategorized
    No Comments
    Cross-border fixed income planning chart showing the 2026 shift in Fed rate expectations
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  • Cross-Border Wealth Planning for UK Expats: 2026 Guide

    • July 13, 2026
    • Posted by: Annette Houlihan
    • Category: expat investors
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    Hand reaching for an illuminated globe, symbolising cross-border wealth planning for UK expats
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  • The Statutory Residence Test For UK Expats: What You Need to Know in 2026

    • July 10, 2026
    • Posted by: Annette Houlihan
    • Category: Uncategorized
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    Gold pocket watch surrounded by numbered coins counting UK days, illustrating the Statutory Residence Test for UK expats
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  • Types of Wills for Expats: Which One Is Right for You?

    • July 1, 2026
    • Posted by: Annette Houlihan
    • Category: International Estate Planning
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    black pen on types of wills for expats
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  • UK Inheritance Tax Planning for Expats: Gifting, Trusts and the Residency Question

    • June 22, 2026
    • Posted by: Graeme Robertson
    • Category: Uncategorized
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    black and gold passport bool for UK Inheritance Tax
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  • Inheritance Tax and UK Business Owners: What the New Rules Mean for Succession Planning

    • June 16, 2026
    • Posted by: Annette Houlihan
    • Category: Inheritance tax
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    Inheritance Tax and UK Business Owners
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  • UK Pension Inheritance Tax: What Expat Investors Need to Know Before 2027

    • June 9, 2026
    • Posted by: Annette Houlihan
    • Category: Inheritance tax
    No Comments
    Official UK government documents bearing the royal crest alongside a fountain pen, wax seal and a glowing map of Europe, with the Houses of Parliament visible in the background. UK Pension Inheritance Tax
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  • Capital Preservation Strategies for Expats: How Internationally Mobile Investors Protect What they Have Built

    • June 2, 2026
    • Posted by: Annette Houlihan
    • Category: International Estate Planning
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    Capital Peservation Strategies for Expats
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  • The Case for Private Credit: Why HNW Expat Investors Are Rethinking Structured Income

    • May 26, 2026
    • Posted by: Annette Houlihan
    • Category: Private Credit
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    Executive private wealth workspace overlooking an international financial skyline at dusk, featuring private credit investment documents, structured income reports, and a luxury fountain pen on a dark marble desk in an institutional private banking setting.
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  • The Quiet Shift: Why Sophisticated Investors Are Rethinking Income

    • May 17, 2026
    • Posted by: Annette Houlihan
    • Category: investment
    No Comments
    Historic financial institution building symbolising the changing approach sophisticated investors are taking toward income, capital preservation, and alternative investments
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