Those who have returned to the UK

UK residency and return-year planning

• Assessing your UK residency position
• Guidance on what changes in the year you return
• Helping you understand your obligations and key dates

Overseas assets and income review

• Reviewing overseas bank accounts, investments, and property
• Clarifying what’s reportable in the UK and how it’s treated
• Coordinating information so your reporting is accurate and complete

Bringing funds back to the UK

• Planning the movement of funds with clean documentation
• Helping you organise records so you can evidence sources of funds if needed
• Coordinating with other professionals on cross-border items

Pensions and long-term structure

• Reviewing UK and overseas pensions and retirement strategy
• Reviewing investments for UK tax considerations and practicality
• Creating a simple structure you can maintain going forward

Do I become UK resident immediately when I return?

Often, but not always — it depends on your circumstances and time spent in the UK. The return year can be especially nuanced.

Do I need to report overseas accounts and investments?

You may need to report overseas income/gains depending on your position. We help you understand what applies to you and keep it accurate.

Should I close overseas accounts?

Not necessarily. Sometimes it’s sensible to keep them, but it’s important they’re managed in a way that’s practical and compliant.

Can you work with my overseas accountant/adviser?

Yes — we can coordinate to make the transition smoother.