Whether you live and work in the UK, have recently moved, are planning to leave, or manage wealth across more than one country - we help individuals and families understand their UK tax position and make better financial decisions as a result.
A note on what we do. Skybound does not provide formal tax advice. The information on this page is intended to help you understand the issues, ask better questions, and make more informed financial decisions. For advice specific to your circumstances, we will guide you to the right specialist.
For most people, UK tax sits quietly in the background - manageable, predictable, handled. Then something changes. A promotion. A business sale. A property. A pension decision. A move abroad. A return home. An inheritance. And suddenly the rules feel designed to catch you out rather than help you.
The frustration is rarely just the amount of tax. It is the uncertainty. Not knowing whether a decision made today creates a problem in five years. Not knowing which allowances you are not using. Not knowing whether a deadline has already passed.
We have these conversations with clients every week - with people who have lived in the UK their whole lives and with people whose financial lives span several countries. And the consistent finding is the same: the clients who fare best are not necessarily the ones who paid the most in professional fees. They are the ones who understood their position early enough to plan around it.
That is what this page is about. Helping you understand what questions to ask, what issues might affect you, and what a properly joined-up financial plan looks like - so that when we sit down together, we can talk about more than just your investments.
Submit your details and speak to an adviser about the tax planning questions that may affect your wealth, income, pensions, property, or future plans.
Who This Is For
If any of these describe your situation, the conversations on this page will matter to your financial plan:
UK-based clients:
Internationally mobile clients:
Many of our most valuable planning conversations happen well before either.
Talk To An AdviserWhat we help you achieve
Our tax-aware planning conversations are not about filing returns or producing tax reports. They are about making sure the financial decisions you take - on investments, pensions, estate planning, property and business - are made with a clear picture of the tax landscape, not in spite of it.
01
How the UK taxes your income, gains and estate - and where the biggest planning opportunities sit.
02
Asset sales, pension access, gifts, business exits, property moves, arrivals and departures.
03
Investment wrappers, pension structures and asset ownership set up to reflect your tax position - not just your return targets.
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Planning opportunities that are hard to recover once a deadline has passed.
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Particularly if your circumstances have changed since they were set up.
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We tell you when a specialist tax adviser should be alongside us - and what to ask them.
A 30-minute conversation. No fee. No obligation. Just a clearer picture.
Core Topics · Hub-and-Spoke
Each topic below sits inside a larger financial planning conversation. The summaries here are deliberately plain English - they are starting points, not advice. Each links to a dedicated page where you can go deeper before we speak.
Income
For individuals, business owners and internationally mobile clients - understanding how PAYE, dividends, rental income and foreign earnings all fit together.
Capital Gains
For residents, returning residents and expats - timing, rebasing, annual exemption and the 60-day property reporting window.
Estate
For UK families and internationally mobile individuals - after the 2025 long-term residence reforms and the 2027 pension changes.
Property
For owners, landlords, non-residents and returning residents - SDLT, the non-resident surcharge, rental income and capital gains on disposal.
Retirement
For people approaching retirement, living abroad or recently returned - annual allowance, MPAA, drawdown and cross-border withdrawal.
Residence
Automatic overseas tests, automatic UK tests and the sufficient ties test - the framework that underpins almost every cross-border conversation.
Cross-border
How treaties allocate taxing rights, and how foreign tax credit relief prevents the same income being taxed twice.
Wrappers
A comparison of tax-efficient wrappers for UK and international clients - ISAs, pensions, onshore and offshore bonds, GIAs.
Business
Tax-efficient extraction, BADR, share schemes and what to plan before a sale or exit event.
We are not your tax advisers. Here is why that matters.
Skybound is a wealth management firm. Our expertise is in building and managing financial plans - investment strategies, pension structures, estate planning and cross-border wealth - for individuals and families at every stage of life, whether they live here in the UK or across multiple countries.
We are not qualified tax accountants and we do not file returns or produce formal tax opinions. But separating tax awareness from financial planning is, in our experience, one of the most expensive mistakes clients make. The two inform each other at every stage, and a financial plan that ignores the tax landscape is not a complete plan.
01
In our first conversation, we look at your income, assets, plans, family situation and life events. Tax questions are considered as part of the wider picture, not as a separate issue.
02
We assess where tax may affect key decisions around investments, pensions, property, estate planning or business matters. If specialist tax advice is needed, we will say so clearly and help involve the right expert.
03
Your financial plan is shaped with your tax position in mind. We align wrappers, pension timing, asset structure and estate planning around the areas where planning can add the most value.
E-Guides
Planning across borders? Download our country-specific tax guides to understand the key rules, risks and planning questions that may affect your income, investments, pensions and estate planning.
Why Skybound
There are tax accountants who do financial planning. There are financial planners who know nothing about tax. The value Skybound offers sits in the gap between those two things - whether you have lived in the UK your whole life, have recently arrived, or are managing wealth across multiple countries.
We work with UK-based clients with straightforward residency and with clients whose financial lives span multiple countries. The planning principles are the same; the layers vary.
Your investments, pensions, estate plan and tax position are discussed together, not in separate silos.
The most useful planning conversations happen before a move, a sale, a retirement or a gift. Not after.
We will not pretend to be your tax accountant, but we will make sure you have the right one and that they are working from the same picture we are.
Clients tell us they leave our conversations understanding their financial position better, not just feeling more anxious about it.
Our tax planning proposition is led by a Chartered Accountant with a decade of Big Four experience - and surrounded by a team that lives and breathes cross-border wealth.
Shil leads Skybound's group-wide tax planning proposition across the UK, Switzerland, Europe, the US, the Middle East and beyond — including our Global Partners, Athletes & Creators and Women Like Us sub-brands.
Before joining Skybound, Shil spent nine years at Deloitte and KPMG, advising business owners, senior corporate leaders, non-UK domiciliaries and relocating talent on residency, domicile, remittance basis planning, offshore structures, trusts and UK property taxation. He later advised at a Partner Practice of the UK's largest FTSE 100 financial advice group.
Clients say Shil's value comes from pairing deep technical tax capability with a rare understanding of expat lives — and from being able to explain the complex cleanly, in plain English, without the defensive jargon.
Case Studies
Every case study here is anonymised and representative. The scenarios are typical of conversations we have every week - and they cover both UK-based and internationally mobile clients.
UK Business Owner
We helped a UK-based business owner plan a company sale - structuring the timing and extraction strategy ahead of completion to reflect both the investment position and the tax outcome.
UK Family · Pre-Retirement
We reviewed the pension, ISA and estate planning position for a UK family approaching retirement - identifying planning opportunities they had not been told about by their previous adviser.
UAE → UK Return
We helped a UAE-based client plan a return to the UK - reordering assets before residence resumed to convert a potential tax problem into a planning opportunity.
Cross-Border Family
We supported a cross-border family with UK property, an overseas investment portfolio, and a growing IHT exposure - helping them understand what was genuinely at risk and what was not.
Senior Executive
We helped a senior executive understand the tax implications of a complex remuneration package - salary, bonus, share options and pension - and restructure contributions to reduce their adjusted net income below the personal allowance taper.
Returning Expat · Pension
We reviewed a client's withdrawal plan ahead of UK residence resuming - identifying a treaty interaction that would have materially changed the outcome if the withdrawal had gone ahead unchanged.
All case studies are anonymised and illustrative. Past outcomes are not a reliable indicator of future results, and the planning options that applied to one client may not apply to another. Case summaries are provided to illustrate the nature of conversations we have, not to constitute a personal recommendation.
Through a combination of passion for what we do, a desire to innovate and our ambition to define the future of the offshore advice industry, Skybound exists to guide you through the important decisions required today, to ensure you benefit from the freedom of tomorrow.
Talk To An AdviserFrequently Asked
If you've read this far and still have something on your mind, it's probably one of these. Most of them end the same way: the fastest way to answer the question for your specific situation is a 30-minute conversation.
The best way to answer it for your situation is a short conversation. No fee. No obligation.
Whether you are reviewing pensions, investments, property, inheritance planning, a move abroad, or a return to the UK, we can help you understand what may need attention and where specialist tax advice may be required.
