Non‑Dom Tax
Remittance basis planning, offshore income/gains, mixed funds and UK residency strategy — explained clearly and implemented carefully.
Non‑dom planning needs to be precise and evidence-led. The difference between an efficient outcome and an expensive problem is often record‑keeping, banking flows and getting the residency/remittance story consistent across filings.
What we help with
- UK residency and planning — understanding exposure and what drives your UK tax position
- Remittance basis — whether a claim is appropriate and how it interacts with your wider affairs
- Overseas income and gains — clarity on reporting, reliefs and practical compliance
- Mixed funds — identifying and untangling mixed fund issues and documenting the position
- Banking flows and evidence — implementing workable processes so the position stays supportable
Our approach
Clarity first
We start by mapping residency, income sources, asset flows and intentions. You’ll receive a clear written summary: what matters, what’s uncertain, and which decisions move the needle.
Practical implementation
We focus on the operational reality: account structures, documentation and reporting timelines. The goal is a position that is defensible without creating friction in day‑to‑day life.
Ongoing compliance
Where we prepare UK filings, we keep the narrative consistent and help you maintain the evidence trail needed for future years.
Related support: expat tax and double taxation often overlap with non‑dom matters.
How we support non-dom planning
A structured process designed to avoid common pitfalls and keep your position supportable.
- 1Residency and exposure reviewWe apply the Statutory Residence Test and map your UK exposure with practical next steps.
- 2Income/gains and account mappingWe review sources of funds, bank flows and records to identify risk areas (including mixed funds).
- 3Planning and implementationWe propose workable actions (including record keeping and account processes) aligned to your objectives.
- 4Filing and ongoing supportWe support UK filings and help maintain consistency and evidence year to year.
Frequently Asked Questions
No. It depends on residency status, income/gains profile, intentions and the practical ability to track funds. We’ll advise whether it is appropriate and what it requires operationally.
Mixed funds arise when different categories of money (e.g. capital, income, gains) are held together in an account. The category matters for UK tax when funds are brought to the UK, so record keeping and analysis are key.
Sometimes. Good outcomes often require clearer separation and evidence. We focus on recommendations that are practical and proportionate to the risks.
Next steps
If you have overseas income/gains or complex banking flows, we can help you get clarity on your UK position and implement an approach that remains supportable over time.