Resources
Notes from the practice.
A small, growing library of briefings and primers on tax advisory and international business relocation. Written for principals, not for search engines.
- BriefingConsulting & StrategyRead →
Outsourcing HR and administration to free up funds.
Where the savings from outsourcing HR and administration really come from, what functions move first, and the hidden costs that can erase the saving.
- BriefingTax AdvisoryRead →
How to reduce corporation tax, properly.
Allowances and reliefs that are routinely under claimed, capital allowances and research and development relief, loss and timing decisions, remuneration, and the structural choices that decide the rate a company actually pays.
- BriefingBusiness RelocationRead →
Offshore company formation: a UK owner's guide.
What offshore company formation actually involves, when it is legitimate, the substance rules that decide the outcome, and how to choose a jurisdiction.
- BriefingBusiness RelocationRead →
Moving a business abroad as a US owner.
Controlled foreign corporation rules, GILTI and Subpart F, Form 5471 and the wider filing burden, what the foreign earned income exclusion really covers, and the substance conditions that decide whether a structure holds.
- BriefingTax AdvisoryRead →
UK tax residency certificates for companies.
What a certificate of residence is, when a company needs one for treaty relief or withholding tax, what HMRC expects in an application, and why requests get refused.
- BriefingBusiness RelocationRead →
Moving a UK company to Dubai.
UK exit charges, central management and control, permanent establishment risk if UK activity continues, UAE corporate tax and substance, and a workable order of events.
- BriefingBusiness RelocationRead →
UK exit tax when relocating a business.
The corporate deemed disposal on migration, the temporary non-residence rules, and the sequencing decisions that move the number more than the destination does.
- NoteBusiness RelocationRead →
Substance, in plain terms.
Why substance requirements decide whether a structure holds up, how central management and control is tested, what evidence survives review, and how we design for it from day one.
- PrimerTax AdvisoryRead →
The Statutory Residence Test, explained.
The automatic overseas tests, the automatic UK tests and the sufficient ties test, in the order they actually apply, with the traps founders fall into when leaving.
- Primer
A structured read of your tax position.
How we frame a first-look review across corporate architecture, personal position and time horizon before any advice is written.
Available on request
- Briefing
When relocation earns its place.
The commercial, legal and personal tests we run before recommending a corporate or founder move abroad.
Available on request
- Note
Written positions, and why they matter.
The case for putting technical tax positions on paper before you need them, not after.
Available on request
Private Consultation
A conversation, in confidence.
Every engagement begins with a structured discovery, an honest read of your position, your ambitions, and the jurisdictions where they align.