Returning to the UK: a tax plan before you come home
Personal UK tax planning for expats returning with overseas income, property, pensions or investments.
The return journey is not the tax analysis. I map your arrival year, residence history and assets so you know what needs reporting, what may qualify for relief and what should happen before you move.
What I check before you return
- Arrival date, homes, work and UK ties
- Split-year treatment and first-year filing
- Ten-year residence history and FIG eligibility
- Overseas investments, pensions, businesses and trusts
- UK property, planned sales and distributions
- Temporary non-residence exposure
How the review works
- 1
Listen to the plan
Understand where you have been, what is changing and what matters to your family.
- 2
Rebuild the timeline
Test residence and the arrival year against the facts.
- 3
Compare the choices
Identify reliefs, deadlines and decisions that need to be made before arrival.
- 4
Write the next steps
Give you a practical checklist and filing plan.
What you receive
- A clear arrival-year residence view
- FIG eligibility considered
- A pre-return checklist
- A UK filing and evidence plan
- Direct access to Matthew
Tell Me What Is Going On
Share the outline in your own words. I will read it personally, identify your UK tax connections, and reply with the clearest next step.
Please do not include passwords, complete bank accounts or identity documents.