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International Private Client

If you regularly reside or work internationally, with assets in various jurisdictions, your tax affairs can be very complex. Our specialist International Private Client Team will provide clarity and ensure you are not overpaying tax. 

Contact Lynn Gracie

  • Lynn Gracie
    Meet the team

    The team

  • Entrepreneurs. High Net Worth Individuals. International Private clients. 

    Who we can help

  • Personal Tax. Tax Compliance. Tax Planning. Charitable Giving. Tax Residence and Domicile. Property Tax. Scottish Taxpayers. Partnerships. International Private Client Tax. 

    How we can help

EXPERIENCED AND WORLDLY WISE

Managing the worldwide tax exposure on your assets and pensions across different jurisdictions is often challenging – but not for our specialist Private Client team. With many years’ experience of advising international workers and globally mobile high net worth individuals, we can clarify your tax and ensure it is structured for maximum efficiency. 

As well as regularly dealing with your international tax compliance, we focus on longer term tax planning, taking full advantage of Double Tax Treaties with other jurisdictions to provide realistic tax mitigation strategies. We achieve this by working with a global network of trusted partners, to provide a successful holistic approach to all aspects of your global tax. 

PROVEN AND TRUSTED SUPPORT

Much of our work to date has involved providing specialist cross-border advice to individuals working globally in the energy industry. Their recommendations and referrals have resulted in our service expanding to support people from many varied backgrounds and situations, either relocating to an overseas country, or arriving in the UK from abroad. 

Our dedicated international tax resource will quickly respond to your requirements and be proactive in offering you advice and alerting you to legislative changes that could affect your tax. We’ll support you with a comprehensive range of international tax and planning services, including: 

  • UK tax reporting and compliance for non-UK residents 
  • Partner-assisted overseas tax compliance and consulting 
  • UK residents with international investments or businesses 
  • Tax planning relating to UK and overseas pension extraction 
  • Capital gains tax compliance and consulting on UK property sales 
  • Tax implications of buying and selling property overseas 
  • Residence and domicile consulting 

TAX TRANSPARENCY AND PROPERTY

Many enquiries have been triggered by UK resident, non-UK resident, or non-domiciled individuals seeking reassurance about the enhanced information sharing arrangements between governments. The Common Reporting Standard (CRS) has created unprecedented global transparency. In the meantime, there has been a succession of complex changes to the taxation of UK residential property. For those relocating around the world, it has never been more important to obtain accurate and bespoke tax advice. 

If you are a non-UK resident and already own or are looking to buy property in the UK, we’ll explain the UK tax implications, both for its purchase and if you decide to sell it later. Stamp taxes, capital gains tax, annual tax on enveloped dwellings and even income tax and inheritance tax can all have an impact. You may also need to comply with additional reporting requirements. We will make all of this clear, and help you plan for it. 

RESIDENT OR NON-DOMICILE?

It can be difficult to understand whether you are a UK resident or non-domicile for tax purposes. It’s important to know the answer, as this will have an impact on the tax you pay and how you pay it. Our page on Tax Residence and Domicile explains the UK Statutory Residence Test and gives more details on ascertaining your tax residency status.  

We regularly advise domiciled and non-UK domiciled on the most tax efficient vehicles for their personal and business assets. These can involve offshore trusts and companies, although HMRC’s crackdown on tax avoidance means this route must be very carefully navigated. If you’re yet to arrive in the UK, it can be advantageous to restructure your financial affairs first. 

  • I contemplated transferring my business to a limited company and I knew I could rely on AAB to make the process as straightforward as possible whilst providing the accounts and tax advice to enable me to make the right decision.

    Colin Brown

  • They keep up to date with the changing tax landscape and always present things in a clear and understandable way. I would recommend their services to anyone.

    Peter Smith

  • I have been a personal tax client of AAB for a number of years and in that time they have guided me through the tax return process and provided me with specialist advice relating to my non-resident tax position.

    Peter Williams

  • We have an excellent relationship with AAB formed over 7+ years. Their accounts and tax compliance services are thorough and efficient, and the specialist tax planning advice we have received has been first class.

    Stanley & Evelyn Morrice

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  1. Blog26th Sep 2023

    Seamus McElvanna, Senior Private Client Manager at FPM who wrote blog about income tax enquires

    Would you be ready if HMRC lodged a formal enquiry into your Income Tax Return? 

    A tax enquiry is the process by which HMRC check in detail that the information on a tax return is correct and complete. HMRC have the right to make a formal enquiry into every tax return submitted to them. This…

    By Seamus McElvanna

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  2. Blog14th Sep 2023

    Meeting about setting up Family Investment Companies

    What are Family Investment Companies?

    In recent years, “Family Investment Companies” (FICs) have become more widely used in family tax planning exercises.  However, they are not a new structure by any means – our oldest FIC client is over 100 years old! They are setup…

    By Emily Robson and Steve Roberts

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  3. Blog12th Sep 2023

    Jill Walker, Private Client Partner who wrote a blog about inheritance tax changes

    Are Inheritance Tax Rules Changing?

    Could we soon see Inheritance Tax changes? It has been reported that the Government is considering scrapping Inheritance Tax (IHT) in advance of the upcoming general election. IHT is a controversial and generally unpopular tax, which has been labelled as…

    By Jill Walker

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  4. Blog5th Sep 2023

    Lynn Gracie, Private Client International Tax Director, Professional headshot

    Cruising around the world – can it really reduce your tax bill?

    The post-COVID world looks very different for many workers. Many are now choosing to work not just from home instead of the office, but in some cases, an entirely different country. Most are searching for a better work/life balance, escaping…

    By Lynn Gracie

    View more

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