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Stay, Structure or Leave?

What new UK rules mean for your wealth, retirement and legacy. The growing trend of Brits leaving the UK: key drivers, destinations, and planning considerations.

When:

March 19, 2026

Time:

6.30 PM GMT

Location:

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Join Skybound Wealth Management for an evening of conversation, clarity, and practical planning around what the UK’s latest tax changes mean for retirement, inheritance, and cross-border decisions.

Why This Evening Matters

The UK has moved to a residence-based framework for areas including inheritance tax, replacing the old domicile approach, with “long-term residence” and “leaver” rules now front and centre.

At the same time, unused pension wealth is set to be brought into scope of inheritance tax from 6 April 2027, which changes how many people think about pension strategy and legacy planning.

This event is about what to do next, while options still exist and before decisions become expensive to unwind.

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This evening is designed for you if you are:

  • A high-net-worth UK national planning retirement, or already in drawdown

  • Reviewing where you want to live long term, including the possibility of leaving the UK

  • Thinking about inheritance tax exposure, family structuring, or pension legacy planning

  • Considering, or already using, cross-border arrangements (or simply want to understand what “cross-border” changes in real life)

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Key Topics For Discussion

  • What changed, what is changing next, and what Spring 2026 is likely to clarify

  • Planning strategies used by high-net-worth individuals in the UK, including drawdown strategy and suitable vehicles

  • Inheritance and protection planning, including pension treatment following Autumn 2024 announcements and subsequent developments

  • Why more wealthy UK residents are leaving, and what that means for long-term planning (forecast outflow of around 16,500 millionaires in 2025)

  • A comparative view of destinations that keep coming up in real conversations, including Portugal, Spain, France, Switzerland, Cyprus, the UAE, and others

  • Double Tax Agreements, what they do, what they do not do, and the planning required to implement cross-border strategies effectively

  • How SIPPs can be used flexibly in the UK and abroad, and where people get the detail wrong

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Your Speakers

Ryan Donaldson - Chartered MCSI

Private Wealth Partner

Having worked in numerous locations around the world, Ryan has first-hand experience of how to best support international investors with financial planning advice and security on a domestic and international level. Ryan creates and implements comprehensive financial plans designed to ensure your long-term ambitions become a reality.

Fiona Neill - DipPFS

Private Wealth Partner

Fiona is a Chartered member of the Chartered Insurance Institute (CII), a UK Level 4 qualified adviser (DipPFS). Her career has taken her across some of the world’s leading financial centres, including Paris, Geneva, Zurich, and New York, where she spent eight years working in complex international financial environments.

Paul Forman

Technical Manager - Novia Global

Responsible for the promotion of our GIA, International SIPP and ISA wrappers linked to a multi-currency online investment platform. Working in partnership with regulated financial advisers around the globe to help them assist clients to seamlessly invest an investment portfolio in a diverse universe of ETFs, DFMs, funds and shares - either individually or via pensions & trusts.

Ryan Donaldson - Chartered MCSI

Private Wealth Partner

Having worked in numerous locations around the world, Ryan has first-hand experience of how to best support international investors with financial planning advice and security on a domestic and international level. Ryan creates and implements comprehensive financial plans designed to ensure your long-term ambitions become a reality.

Fiona Neill - DipPFS

Private Wealth Partner

Fiona is a Chartered member of the Chartered Insurance Institute (CII), a UK Level 4 qualified adviser (DipPFS). Her career has taken her across some of the world’s leading financial centres, including Paris, Geneva, Zurich, and New York, where she spent eight years working in complex international financial environments.

Paul Forman

Technical Manager - Novia Global

Responsible for the promotion of our GIA, International SIPP and ISA wrappers linked to a multi-currency online investment platform. Working in partnership with regulated financial advisers around the globe to help them assist clients to seamlessly invest an investment portfolio in a diverse universe of ETFs, DFMs, funds and shares - either individually or via pensions & trusts.

Register Today!

Don't miss out on this exclusive live event, book your place today!

Register Now

Questions For The Speaker?

This event is about what to do next, while options still exist and before decisions become expensive to unwind.

If you have ay questions prior to the event, please email ryan.donaldson@skyboundwealth.com

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