SOAR Issue 8 Is Out Now

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SOAR Issue 8: The Shift‍

Most expats think they're organised. They know where everything sits: which bank holds the cash, which platform holds the investments, which policy covers the family. What they don't always check is whether any of it still makes sense. Issue 8 is built around that gap, and it's the biggest change to SOAR since it began.

Forecast & Analysis

The numbers, the policy changes, and the view from the desk that has to act on both. This edition brings the Quarterly Outlook in full, an adviser's take on what it means for a portfolio, and the Skybound Index and Cross-Border Policy Watch: a running record of what it costs to live abroad and what changed in the rules this quarter.

The Big Stories

The stories with the most room to breathe, and the most at stake. This edition leads with the 2027 UK pension shock reshaping inheritance tax for thousands of families, alongside features on family governance, footballer wealth, Cyprus, the US, and a long read asking whether property still deserves the reverence it gets.

Cross-Border Desk

Country by country, rule by rule. This edition heads to Spain for the financial checklist before you move, and to Switzerland for a stress test of zero-rate capital gains against the UK's 24%, plus the lump-sum trap that catches the wrong profile.

The Panel

New to this issue. Three advisers, one question, no easy consensus. This edition they go head to head on whether rising or falling interest rates actually serve you better, with an outside view from the property world.

Skybound View

What Skybound builds, and why. This edition steps inside Hub, the proprietary platform now running the entire firm, and what it changes behind the scenes of the advice you receive.

Inside Skybound

The people behind the advice, and a few things worth knowing about how advice itself works. This edition meets Cassidi Beck in Compliance, catches up with Rudy Brown a year into his graduate journey, counts six months of new arrivals across the business, and asks a foundational question: is your adviser independent, or restricted?

Ask SOAR

Real questions, answered directly. This edition opens the inbox on residency day-counts, pension consolidation, and transatlantic pension transfers: three questions submitted through the Skybound app, answered by the advisers who actually field them.

The Reference

The page worth keeping open. This edition's Short List runs through seven money mistakes that quietly catch expats in Saudi Arabia, built for the time it takes to board a flight.