Expert Tax Planning for UK Expats & Inbound Individuals

Moving countries is already a complex decision; finding your way around the UK tax system shouldn’t make it harder.

If you’re an expat preparing to leave the UK for life in Dubai or beyond, managing your finances across borders might feel a bit overwhelming. From statutory residence rules and remittance basis to inheritance tax planning, one small misstep can cost you thousands or leave your assets vulnerable.

That is why at Monarc, we specialise in helping international individuals confidently manage their UK tax affairs. Our expat clients often tell us they’re looking for peace of mind, someone who understands how both sides of the tax system work and can simplify it all into a clear, long-term plan.

You’ve worked hard to build your wealth. We’re here to help you protect it, wherever life takes you.

Why Expats Choose Monarc as Their UK Tax Advisor

The world of international tax is not something you want to ‘Google your way through’. It takes a team that deeply understands the nuances of cross-border taxation and how it applies to your real life.

Here’s why global professionals choose Monarc:

• We Speak the Language of Expats
  Whether you’re from the US, Hong Kong, or elsewhere, we understand the double tax agreements, offshore asset rules, and planning intricacies that apply to your situation. You won’t have to explain yourself twice—we get it the first time.
• We Make Complex Rules Clear
  We don’t drown you in jargon. We simplify, break things down, and help you make confident, informed decisions.
• We’re Strategic, Not Just Reactive
  Many accountants simply file forms. We go several steps further—strategising around your residency status, advising on the timing of your income or exit, and helping structure your wealth for long-term tax efficiency.
• We Collaborate Globally
  We’re not just UK-focused. If needed, we collaborate with your lawyers and tax advisors back home to give you a joined-up solution that works worldwide.
• Confidential, Boutique Support
  We keep our client base intentionally lean so that we can offer a white-glove, confidential service that builds long-term relationships, not transactions.

At Monarc, you’re not a number. You’re a globally mobile professional with real needs and aspirations, and we’re here to help you thrive, not just comply.

Key Areas of Support for Expats and Global Private Clients

We help you with everything from your first step into the UK to your exit, and all the complex decisions in between.

Here’s a breakdown of where we step in:

Residency & Domicile Planning

We assess your position under the Statutory Residence Test and advise on how to optimise your time in or out of the UK. We also advise on domicile status, a key component in Inheritance Tax and trust planning.

Remittance Basis Advice

For non-doms, the remittance basis can be a useful tax planning tool, but it’s full of traps. We’ll help you assess whether it’s right for you and how to manage remittances properly.

Tax Returns & International Disclosures

From SA100 tax returns to foreign income declarations, we prepare and file everything accurately and in compliance with HMRC requirements. We also help with reporting offshore trusts, bank accounts, and income streams.

Leaving the UK

We plan your exit strategically, minimising taxes, preserving benefits, and ensuring your assets are structured in line with your new residency (particularly relevant for expats moving to Dubai or other low-tax jurisdictions).

Inheritance Tax & Estate Structuring

Don’t let the UK’s 40% IHT catch your estate by surprise. We offer proactive estate planning using trusts, gifts, and international will structuring.

US Expats & Dual Filing Obligations

For Americans living in the UK, we coordinate with US CPAs to streamline dual filings and FATCA compliance. We help you stay on the right side of both the IRS and HMRC.

This isn’t just tax work, it’s wealth preservation and peace of mind.

Let’s Help You Take the Stress Out of Expat Taxation

Whether you’re planning your first UK move, already living here, or preparing to leave, navigating the tax implications shouldn’t keep you up at night. At Monarc, we take that weight off your shoulders.

• We’ll clarify your residency and tax position.
• We’ll help you protect your assets and avoid double taxation.
• We’ll act as your ongoing guide and trusted advisor as your plans evolve.

Our work is more than numbers; it’s about securing your financial legacy and giving you the freedom to live life globally, without borders.

Let’s have a conversation. Your first step is a confidential discovery call, no pressure, just clarity. 

Common Mistakes Expats Make – and How We Help You Avoid Them

Even the most well-intentioned expats can fall into costly traps when it comes to UK taxation. These mistakes often go unnoticed until it’s too late, and HMRC comes knocking.

Here are a few we see often:

❌ Misunderstanding Residency Status

Many expats assume they’re ‘non-resident’ without fully calculating the days or understanding the Statutory Residence Test. One mistake here can lead to unexpected tax bills.

➡️ How we help: We assess your circumstances thoroughly, factoring in split-year treatment and tie-breaker clauses under tax treaties.

❌ Bringing Overseas Income Into the UK Incorrectly

Under the remittance basis, bringing foreign funds into the UK can trigger a tax liability, especially if done without proper planning.

➡️ How we help: We guide you on clean capital rules and remittance-friendly strategies to legally bring funds into the UK without unnecessary tax exposure.

❌ Filing Incomplete or Late Tax Returns

Missing deadlines or failing to disclose overseas income can result in penalties—and in some cases, investigations.

➡️ How we help: We manage all your filings proactively and ensure full HMRC compliance while maximising your available allowances and reliefs.

❌ Not Planning for Exit

Expats often think about their UK entry, but not their departure, missing out on potential tax-saving opportunities or triggering unexpected liabilities when leaving.

➡️ How we help: We help you exit tax-efficiently, structuring your income and assets to ensure you’re not penalised when you leave the UK.

Our proactive approach prevents issues before they arise, saving you time, money, and stress.

Book a Confidential Discovery Call

If you’re a globally mobile professional with UK ties, your tax needs aren’t standard and your accountant shouldn’t be either.

Whether you’ve just landed in the UK, are planning your exit, or simply want better clarity on your current position, let’s talk.

What to expect from your free discovery call:

• 1-on-1 expert advice tailored to your situation
• No pressure. Just honest guidance
• Clarity on what you need (and what you don’t)
• Next steps to move forward, if and when you’re ready

We work best with international professionals who want peace of mind and expert strategy—not just another set of forms.Book your free discovery call now →
Take the first step toward confident, compliant, and stress-free global tax planning.