Briefing Room

Case Studies

Short case briefings that help you recognise the shape of your own cross-border planning problem.

Briefing 01 Retirement migration

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.

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Briefing 02 Property acquisition and succession risk

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.

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Briefing 03 Entrepreneur mobility

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.

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