Italy Investor Visa for American Tech Entrepreneurs: €250K Investment Unlocks European Optionality
In this case study, David Bell is joined by Michael Maxwell, Partner at Ariete Capital, to explore how the Italy €250,000 Innovative Start-Up Investor Visa could work for a client like Lucas — and why optionality, not relocation, is often the real objective.
Italy Investor Visa for Canadians: How Semi-Retired Can Live in Europe Without Leaving Canada Behind
In this case study, David Bell is joined by Michael Maxwell, Partner at Ariete Capital, to walk through exactly how a couple like the Websters could structure their Italian residency — and what it means for their tax position, investment portfolio and lifestyle.
Married or Divorcing? US/UK Tax Planning for a Private Equity Professional in London
In this episode, David Bell is joined by David Foster, partner in EY's US/UK cross-border tax team, and Ed Johnson, wealth planning professional at W1M, to explore both sides of this scenario: optimised planning if the couple stay together, and the tax implications of a cross-border divorce settlement.
£2M a Year in Charitable Giving: Structuring Philanthropy for a US/UK Family | How to Build a Legacy
When a UK couple exits their business with a sizeable lump sum and £2 million a year to give, where do they even begin?
French Entrepreneur Moving to UK: €4.2M Offshore Bond Tax Strategy | Cross-Border Planning
A comprehensive case study examining how a French entrepreneur relocating to London should manage a €4.2 million Luxembourg offshore bond—covering PPB compliance, time apportionment relief, FIG regime, and pre-arrival tax planning.
Gulf Investors in London Property: Tax, Structure & Value Creation Strategy
A comprehensive case study examining a Saudi family's £15 million Mayfair property acquisition—covering tax implications, ownership structures, renovation strategy, and multi-generational planning for non-UK domiciled investors.
UK Retiree Moving to Spain: £6.8M Offshore Bond Exit Strategy | Spanish Tax Compliance
A detailed case study examining how a UK-domiciled retiree relocating to Spain should manage a £6.8 million Luxembourg offshore bond—covering UK exit tax, Spanish tax compliance, Modelo 720 reporting, wealth tax implications, and future portability to Portugal.