Insights, guides & briefings.
Working papers from our directors on cross-border structuring, banking, licensing, mobility and tax. Long-form guides for the topics that repay careful reading; short briefings when the news moves.
Tier-by-tier diagrams of holding stacks, funds, trusts, licensed entities and asset vehicles — with the tax drivers and the failure points.
Browse the library →The brief, the structure we built, the sequence of steps, the timeline and the fee model — real files, identifying detail removed.
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BVI or Cayman in 2026: a practical comparison, not a brochure
Both are stable, English-law, zero-tax jurisdictions with strong professional infrastructure — and they are not interchangeable. This guide compares the BVI and the Cayman Islands on the criteria that actually decide the answer: use case, cost, banking, funds, substance and exit.
Mid-year structuring report 2026: what is working, what has stopped working
Six months of filings, applications and restructurings, summarised. This report sets out which structures are still doing their job in 2026, which have quietly stopped, where the friction has moved, and what we would build differently today than we would have in 2023.
EU payment rails in 2026: EMI, PI, CASP — and which one you actually need
Founders routinely apply for the wrong European licence and lose eighteen months finding out. EMI, payment institution, CASP and the incoming PSD3 perimeter authorise different things, cost different amounts and open different banking doors. This guide maps activity to licence, and licence to rails.
Corporate banking appetite, August 2026: who is saying yes this quarter
Account opening is not uniformly hard — it is hard in specific places, for specific profiles, for reasons that change quarter to quarter. This briefing sets out where corporate accounts are actually being approved in August 2026, which profiles are being declined on sight, and how to sequence an application so the first bank is the one that says yes.
UAE free zones in 2026: which ones still make sense, and for what
There are more than forty free zones in the UAE and they are not comparable. This briefing sets out which zones work for which activity in 2026, how the qualifying free zone person rules constrain the 0% rate, and when mainland is simply the better answer.
The 15% floor: who Pillar Two actually catches, and who thinks they are caught but is not
The global minimum tax applies to groups above a €750m consolidated revenue threshold — yet it is reshaping decisions far below that line, often wrongly. This briefing separates who is genuinely in scope, what the top-up mechanics do, and how mid-sized groups should read it.
iGaming in 2026: licensing, acquiring and the payments chain that decides your margin
An iGaming licence is the easy part. The hard part is card acquiring, payment service providers, chargeback ratios and the banking chain behind them. This guide sets out how licence choice constrains payments, and how to sequence a launch so the rails exist before the product does.
Multi-bank redundancy: why one account is now a single point of failure
De-risking exits arrive by email with thirty days' notice and no appeal. A single banking relationship is now an operational risk in its own right. This guide sets out how to build a two- or three-bank architecture across different jurisdictions, regulators and correspondent networks — and what it costs to run.
Pre-exit housekeeping: the eighteen months that decide what you keep
Value is lost at exit in diligence, not in negotiation. This guide sets out what to fix eighteen months before a sale — cap table, IP ownership, intercompany agreements, residence and tax position — and which of those changes stop being available once a buyer is in the room.
Launching a fund in H2 2026: vehicle, domicile and the cost curve
Sub-$50m first-time funds are being squeezed from both ends — investor due diligence has institutionalised while running costs have risen. This briefing sets out which vehicles still work at what size, how Cayman, Luxembourg and ADGM compare in practice, and when a fund is the wrong answer entirely.
CARF: what crypto data starts moving, and when
The Crypto-Asset Reporting Framework turns exchange balances and transactions into automatically exchanged tax information. Forty-six jurisdictions are committed to first exchanges by 2027, a further group by 2028. This briefing sets out who reports, what is reported, and what to fix in the window that remains.
The currency problem nobody prices: matching assets to the life you actually live
A portfolio measured in dollars while school fees, mortgages and retirement are denominated in three other currencies is carrying an unmanaged risk larger than most of its market exposure. This article sets out how we think about currency for internationally mobile families — and why hedging everything is the wrong answer.
Most read this month
- 01StructuringThe 2026 guide to offshore company formation10 min read
- 02JurisdictionsChoosing a jurisdiction in 2026: a director's checklist10 min read
- 03FoundersWhy founders lose value twelve months before a sale — not at the sale9 min read
- 04BankingA guide to private banking onboarding for HNW clients10 min read
- 05StructuringThe single-family-office set-up checklist10 min read
- 06Wealth ManagementUK pension transfers abroad: SIPP, ROPS and the questions nobody asks first11 min read
Investing, pensions and estate planning across borders.
Working papers from our wealth desk — portfolio construction for internationally mobile families, UK pension transfers, drawdown sequencing, education funding and inheritance tax.
The currency problem nobody prices: matching assets to the life you actually live
A portfolio measured in dollars while school fees, mortgages and retirement are denominated in three other currencies is carrying an unmanaged risk larger than most of its market exposure. This article sets out how we think about currency for internationally mobile families — and why hedging everything is the wrong answer.
UK pension transfers abroad: SIPP, ROPS and the questions nobody asks first
A director-led guide to moving or keeping a UK pension when you live abroad — the Overseas Transfer Charge, SIPP versus ROPS, currency, and the five tests we apply before recommending anything.
Why we take no commission — and what it costs you when your adviser does
Commission-based advice is still the norm for expat investors. Here is the arithmetic of the products it produces, and what fee-only advice looks like in practice.
Every insight starts as a real client file.
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