PRE-ARRIVAL PLANNING

Pre-Arrival Tax and Wealth Planning for a Family Relocating to the UK

A wealthy international family planning their relocation to the UK, advised on the structuring and timing of their worldwide assets ahead of arrival — and on the practical side of settling here, from property to schooling.

IHT, CGT & IT

Coordinated before UK arrival

3 min read

Background

Parousia provided comprehensive technical and practical advice to a wealthy international family planning their relocation to the UK.

The assignment involved reviewing and structuring the family's UK and non-UK assets, investments and financial arrangements, with a view to achieving enduring tax efficiency while supporting their longer-term family and succession objectives.

Detailed consideration was given to UK Inheritance Tax, Capital Gains Tax and Income Tax, including the implications of the fundamental changes to the taxation of former non-domiciled individuals from 6 April 2025.

Our approach

Parousia advised on the appropriate structuring and timing of investments and asset ownership, taking account of both existing international wealth and future UK investment.

The engagement extended beyond taxation to the practical aspects of establishing the family in the UK, including advice concerning the acquisition and ownership of UK real estate, private schooling and the associated financial considerations.

Outcome

By combining specialist tax planning with practical pre-arrival advice, Parousia assisted the family in implementing a coordinated structure for their relocation, investment and succession arrangements.

That structure was designed to provide long-term benefits under the changing UK tax regime, rather than to answer only the questions raised by the move itself.

Client identities and identifying details have been withheld. Every matter turns on its own facts and the outcomes described are not a guarantee or prediction of the result of any other engagement.

The Expertise Behind This Matter

Immigration Tax Planning Estate & Succession Planning All Expertise

Other Matters

EMIGRATION & RESIDENCE

18 months

Advising departures since the reforms

Leaving the UK After the Abolition of the Non-Dom Regime

High-net-worth clients considering emigration from the UK following the abolition of the non-domicile regime, advised on the Statutory Residence Test and on establishing bona fide non-UK residence where the family, the home and the children’s schooling remained here.

4 min readRead the full matter →

FORENSIC ACCOUNTING

Multi-year

Forensic reconstruction of accounts

Forensic Accounting Alongside Criminal Defence Teams

Work alongside specialist criminal law firms where HMRC and other government agencies have opened criminal investigations — analysing the financial evidence, and reconstructing accounts and tax liabilities where the records are incomplete or unreliable.

3 min readRead the full matter →

ACCOUNTANCY & COMPLIANCE

CT & VAT

Historic positions corrected with HMRC

A Family Business Brought Back Into Compliance

An established family business whose accounting and taxation affairs had become difficult after several years of inadequate record keeping and inconsistent professional advice — records reconstructed, historic Corporation Tax and VAT positions reviewed, and controls put in place.