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International Personal Tax

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. Blog11th Nov 2024

    Blair Hay, Private Client Senior Manager and author of blog about Tax Codes

    Will You Make A Lump Sum Tax Payment On the 31st Of January?

    If you file your Self-Assessment tax return with HMRC by 30 December, you may be able to have any tax you owe for 2023/24 collected via a restriction in your tax code for the tax year commencing on 6 April…

    By Blair Hay

    View more
  2. Blog6th Nov 2024

    Lynn Gracie, Private Client Partner and author of blog about non-dom changes

    Residence regime replaces Domicile: Who will be the Winners and Losers?

    Some would say that Rachel Reeves simply copied the Conservative Spring budget, which included their surprise proposal to abolish Tax Domicile, whilst others would say the Conservatives copied Labour’s plans. Either way, the Autumn Statement delivered by Ms Reeves, finally…

    By Lynn Gracie

    View more
  3. Blog24th Oct 2024

    Non UK resident

    What Are The Tax Implications Of Being Non UK Resident

    If you’re a Non UK Resident, understanding how your residency status impacts your tax obligations is crucial. Being a non-UK resident can have significant effects on your financial responsibilities, from Income Tax “IT” to Capital Gains Tax “CGT”. Navigating these…

    By Lynn Gracie and Carol Edwards

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  4. Blog24th Oct 2024

    Paddy Harty. Private Client Partner and author of blog about deciphering tax codes

    Do You Know How To Decipher Your Tax Code?

    The importance of knowing your tax code cannot be denied. Tax codes are a crucial yet often misunderstood aspect of the financial world, leaving many people puzzled by their true meaning. We have previously unravelled the secrets of tax codes,…

    By Paddy Harty

    View more

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