The "Great British Exodus" is no longer a headline; it is a reality. As we move through 2026, the pressures of the UK’s tightening tax net, the abolition of the non-dom regime, and the looming 2027 pension IHT changes have forced many 7 and 8-figure entrepreneurs to...
Sam Temple-Baxter
Best Countries to Invest in 2026: A High-Net-Worth Perspective
As we approach 2026, global investing looks markedly different from the environment that shaped portfolios over the past decade. Geopolitical fragmentation, accelerating de-globalisation, technological disruption, and shifting demographic realities are forcing...
Inheritance Tax for UK Expats in 2026: What’s Changed, What to Watch, and How Expats Can Mitigate It
Inheritance Tax has long been one of the most controversial parts of the UK tax system, and for expats, it has become even more complex following recent reforms. By 2026, the rules governing who falls into the UK inheritance tax net look very different from how they...
Key Considerations for Expats Regarding UK Pension Transfers 2026
What to look out for if you are considering moving your pension or have moved your pension. Are you contemplating or have you already initiated the transfer of your U.K. pension abroad? This article is a crucial read for expats, designed to empower you with insights...
Summarised: The Largest Asset Managers 2026 Predictions
This article was taken from an email I sent to my subscribers. I have reviewed the asset managers' predictions and data for 2026 and have summarised them below. This will support you in making decisions for your own portfolio. It highlights their focus, where they are...
Thai SET hits a 5 year low: Is Thailand a place to invest?
The Thai SET has been the worst-performing index in the world YTD, but is it worth investing in? First of all, I want to give an overview of the political situation in Thailand as I believe it's important to understand, and then go more into the macroeconomics...
Banking Options for Expats in Thailand
Living in Thailand as an expat in 2025 brings a lot of day-to-day conveniences, great food, low cost of living (in many places), and a banking landscape that is reasonably modern and fairly well integrated with international rails. But the rules have been shifting:...
Dimensional Funds vs. Vanguard and iShares ETFs: A Comparison
Dimensional Fund Advisors (DFA), Vanguard, and iShares represent three distinct approaches to investing. While DFA focuses on evidence-based factor investing, Vanguard and iShares dominate the Exchange-Traded Fund (ETF) market with low-cost, accessible, and...
Understanding Employees Provident Fund: Retirement Planning for Expats in Malaysia 2025
For expats, building a solid retirement plan involves a mix of smart investments and strategic financial planning. While offshore pensions and private investments play a key role, expats living and working in Malaysia also have access to the Employees’ Provident Fund...
Japanese Inheritance Tax: The Complete 2025 Guide
Expats who live around the world may find themselves needing to plan their estate. Generally, as you decide where you want to live long-term, you decide to buy a house or assets in that part of the world. For example, living in Thailand, I have bought a place to live....
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