Our Resource Library consists of a series of free downloadable guides compiled by our award-winning team of tax and financial planning experts.

To access your chosen guide please click on your particular topic of interest below.


Your guide to Inheritance Tax

This free guide explains:

  • An overview of Inheritance Tax
  • How it is charged
  • Who Inheritance Tax affects
  • Steps to reduce it


Your guide to returning to the UK

This free guide explains:

  • Planning your return
  • Making the most of your financial position
  • Tax considerations
  • Other factors including property, education and banking


Your guide to understanding the Statutory Residence Test

This free guide explains:

  • Calculating your residence status
  • A step-by-step overview of the three part test
  • What classes as exceptional circumstances
  • The importance of record keeping

Your guide to planning for retirement

This free guide explains:

  • Why you should prioritise retirement planning
  • How much you need to save to fund your chosen retirement
  • What to consider if planning a retirement overseas
  • The pension options available

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