Guides
Guides
These are written for the families, family offices and private companies this practice works with, and for the advisers who act for them. Each guide states the date its content was checked, and none of it is advice.
The guides
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The UK statutory residence test
How residence is actually determined and how days are counted.
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The end of the non-dom regime
What replaced it from April 2025, and what it means in practice.
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Leaving the UK
The practical side of becoming non-resident, beyond the tax forms.
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How families and family offices are defrauded
Deepfake authorisation, email compromise, SIM swap, and what works against them.
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SIM swap: how a phone number is stolen
Why the number is the master key, and what actually prevents the swap.
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Dark web monitoring
What it can tell you, what it cannot, and where it fits.
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Reducing a family's digital footprint
What can actually be removed from the public record, and what can only be contained.
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What a border can ask of you and your devices
What happens at borders, and how to travel with less to lose.
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After the sale
What changes for a founder in the weeks after completion, and what has to be untangled from the company.
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The first 72 hours
What happens when the person who understood everything is suddenly unavailable.
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Coming into wealth, or control of it
The security and information side of money changing hands, or of running someone else's affairs.
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Where a family's documents are held
Custody and findability of the papers that matter.
Beyond the guides
The working tools that accompany these guides are collected separately, at tools. For a conversation about a specific situation, get in touch.