Tax Planning Service

Comprehensive Cross-Border Tax Advice and Planning

Understanding and navigating a single country’s tax regime can be hard enough. This becomes considerably harder as an expat, where assets are typically held across multiple jurisdictions.

At AHR Group, our specialist tax planning service advisers understand these unique challenges and are experienced in providing clients with the advice and support they need.

In conjunction with this, we have a panel of external firms ready to provide support and full legal opinion in the more comprehensive cases.

As Seen In

What Our Tax Planning Service Covers

  • Statutory Residence Test
  • UK Capital Gains Tax for Expats and Non-Residents
  • Annual Tax on Enveloped Dwellings (ATED)
  • Non-Dom Tax
  • Seafarers Earnings Deductions
  • Stamp Duty Land Tax
  • UK Repatriation Planning
  • Split Year Treatment
  • Domicile v Residency
  • Property Investing Company Incorporation
  • Non-Resident Tax Returns
  • UK Self Assessment Tax Returns
  • National Insurance Contributions
  • Tax for Offshore Oil and Gas Workers
  • Double Tax Treaties
  • Mixed Fund Cleansing
  • Tax Planning for Exiting/Selling a Business
  • Domicile of Choice & Losing Your UK Domicile of Origin
  • Inheritance Trust Planning
  • UAE Company Incorporation

Why AHR Group?

Expert Guidance for British Expats

As a multi-regulated advisory firm, AHR Group specialises in providing expert tax planning services tailored specifically for British expats.

With our deep understanding of British expatriates’ unique challenges and opportunities, we offer strategic tax solutions that optimise financial outcomes and ensure compliance with relevant regulations.

Our fully insured and fee-based advisory services give you the confidence and peace of mind knowing that your tax planning needs are in the hands of qualified professionals.

Comprehensive and Accessible Services

At AHR Group, we go beyond tax planning to offer a comprehensive suite of financial, tax, and estate planning services.

Our holistic approach ensures that all financial affairs are considered, aligning them with your long-term goals.

With access to our broad expertise, you can benefit from a range of services under one roof, simplifying the management of your financial matters and maximising the efficiency of your tax planning strategy.

Personalised Solutions

We understand that your tax situation is unique, so we provide personalised solutions tailored to your circumstances. Our team takes the time to thoroughly analyse your tax profile, considering your specific financial goals, assets, and liabilities.

By doing so, we develop customised strategies that maximise tax savings and optimise your overall financial position. Our bespoke advice makes you confident that your tax planning is tailored to your needs.

Proactive and Up-to-Date Advice

Staying ahead of the curve is at the core of our approach. AHR Group emphasises proactive tax planning, keeping abreast of evolving tax laws and regulations.

We anticipate and adapt to any changes that may impact your tax position, providing you with timely advice and guidance.

Our proactive approach ensures that your tax planning remains current and optimised, allowing you to make informed decisions and stay one step ahead in managing your tax obligations. Trust our expertise to keep you up-to-date with the latest tax developments.

Common Tax Planning Queries

How Our Service Works


We begin with a complimentary discussion to understand your unique tax challenges.

During this initial conversation, we listen to your concerns and goals as a British expat, ensuring we understand your tax planning needs.

To further assess your tax challenges, we conduct a thorough fact-finding process.

This includes completing a comprehensive financial questionnaire that helps us gather relevant information about your tax situation.

By understanding the details of your financial landscape, we ensure a precise assessment of your tax circumstances.

Once we have gathered the necessary information, we work closely with you to define the scope of our engagement.

By aligning our services with your specific requirements, we provide tailored tax advice that addresses your unique situation.

This step ensures our tax planning strategies are customised to suit your needs and goals.

Armed with a deep understanding of your tax challenges and goals, we prepare a detailed tax advice report tailored to your circumstances.

This report outlines our expert recommendations and provides clear guidance on the most effective tax planning route for you.

Tax Planning FAQs

The Statutory Residence Test is a set of rules determining an individual’s UK tax residency status. Understanding its implications is crucial for British expats to manage their tax obligations effectively.

Our knowledgeable advisors will assess your circumstances, considering factors such as days spent in the UK, ties to the country, and other relevant criteria.

We will provide expert guidance on how the Statutory Residence Test applies to you, ensuring compliance with tax laws, optimising your tax position, and minimising potential tax risks.

The Split Year Treatment is a special provision that can be advantageous for British expats returning to or leaving the UK within a tax year. It allows you to split the tax year into two parts: the period of UK residency and non-residency.

By utilising this treatment, you may be able to reduce your UK tax liability during the transitional period, providing tax savings and flexibility.

Our experienced advisors can assess your eligibility and guide you through the process, helping you maximise this beneficial tax provision.

Fulfilling your UK tax return obligations is crucial to avoid penalties and maintaining good standing with the tax authorities. As a British expat, you must file UK tax returns if you have UK-source income, rental properties, or other taxable assets.

Our dedicated team can assist you in preparing and filing your UK tax returns accurately and efficiently, ensuring compliance with the ever-changing tax regulations.

In addition, we provide comprehensive support, ensuring you claim all eligible deductions and allowances, minimising your tax liability.

Domicile of choice refers to choosing a new permanent residence in another country, while losing your UK domicile of origin involves severing ties with your UK domicile.

These concepts have implications for tax planning, particularly in relation to non-domicile tax rules. By establishing a new domicile and severing your UK domicile, you may become eligible for certain tax advantages, such as the remittance basis of taxation.

Our expert advisors can guide you through the process, helping you understand the impact on your tax planning and maximising tax efficiency based on your specific circumstances.

Double tax treaties are vital in managing international tax obligations for British expats. These agreements between countries help prevent double taxation, eliminate tax-related barriers, and clarify taxing rights.

By leveraging double tax treaties, you can avoid paying tax twice on the same income, benefit from reduced tax rates, and claim credits for taxes paid in other jurisdictions.

Our knowledgeable advisors will assess your specific circumstances, analyse applicable double tax treaties, and develop a comprehensive tax planning strategy that ensures you benefit from these agreements, minimises your tax liabilities, and optimises your global tax position.

Inheritance trust planning is essential for British expats who want to safeguard their wealth and ensure a smooth transfer of assets to their loved ones.

By establishing trusts, you can protect your assets from excessive taxes, potential disputes, and the complexities of cross-border regulations.

Our experienced advisors will work closely with you to understand your unique circumstances and goals, creating tailored inheritance trust structures that protect assets, minimise inheritance tax liabilities, and ensure your wealth is passed on according to your wishes.

Repatriation to the UK as a British expat involves various tax implications and considerations. For example, you may encounter challenges related to capital gains, income tax, and inheritance tax, among others.

Our expert team specialises in UK repatriation planning, helping you navigate the complex tax landscape, mitigate tax liabilities, and optimise your financial position.

We will develop a comprehensive plan tailored to your specific situation, ensuring a smooth transition back to the UK while minimising tax burdens and maximising the benefits available to you.

Exiting or selling a business as a British expat involves intricate tax considerations. It is crucial to employ effective tax planning strategies to optimise your financial outcome.

Our experienced advisors will assess your unique circumstances, business structure, and goals to develop a tailored tax planning approach.

This may involve options such as structuring the sale tax efficiently, utilising available allowances and exemptions, and exploring capital gains tax planning strategies.

By implementing these strategies, you can minimise tax liabilities, maximise your proceeds, and achieve a successful exit or sale.

Incorporating a tax-efficient property investment company offers numerous benefits for British expats.

By structuring your property investments through a company, you can potentially reduce tax liabilities, benefit from tax deductions and allowances, and enhance your overall investment returns.

Our expert advisors will guide you through incorporating a tax-efficient property investment company, ensuring compliance with regulations and maximising the tax advantages available.

This strategic approach can help you build a robust property portfolio while optimising your tax position and preserving wealth.

Tax considerations for offshore oil and gas workers can be complex due to the unique nature of their work and the international jurisdictions involved.

Our experienced advisors specialise in providing tax guidance tailored to the needs of offshore oil and gas workers.

We will assess your situation, considering factors such as your residency status, employment structure, and applicable tax treaties.

By leveraging our expertise, we will ensure you understand and meet your tax obligations, optimise your tax position, and maximise your income from this specialised industry.

Seafarers Earnings Deductions are a valuable tax relief for British expats working at sea. They allow you to reduce your taxable income and lower your overall tax liability.

Our knowledgeable advisors will guide you through the intricacies of Seafarers Earnings Deductions, ensuring you meet the eligibility criteria and maximise the available relief.

By leveraging this deduction, you can enjoy significant tax savings and enhance your financial well-being as a British expat in the maritime industry.

Mixed Fund Cleansing is a process that allows British expats with mixed offshore funds to segregate and simplify their funds for tax purposes.

Our experienced advisors specialise in Mixed Fund Cleansing and will assist you in understanding and managing this complex area of tax planning.

We will guide you through the necessary steps, ensuring compliance with reporting requirements and helping you resolve any potential tax issues.

By undertaking Mixed Fund Cleansing, you can achieve clarity in your offshore funds, resolve tax liabilities, and enhance your overall tax efficiency and peace of mind.

British expats have the opportunity to benefit from reduced rates on National Insurance Contributions and make back payments to safeguard their entitlements.

Our expert advisors will assist you in understanding the intricacies of National Insurance Contributions for expats, including the applicable rates and eligibility criteria.

We’ll guide you through making back payments to bridge any gaps in your contributions, ensuring you protect your entitlements to social security benefits.

By leveraging these options, you can optimise your National Insurance Contributions and secure your financial future.

Don’t miss out on the benefits you’re entitled to – let us help you navigate the complexities and make the most of your National Insurance Contributions.

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