Stay Updated
Articles
Stay Updated
Articles
Stay informed with the latest developments from your Metis team
Our Media & Resource section provides you with frequent updates, expert analyses, and our important announcements. Whether it’s a groundbreaking rules change or insights from our wealth management experts, you’ll find all the essential news right here. Dive into our articles to stay ahead of the curve in wealth management trends and Metis news.
What is a Managed Portfolio Service (MPS)?
Managed portfolio services provide professional oversight through model portfolios by risk, currency and style. Here’s what to know before choosing.
Moving from the UK to UAE? A UK Tax and Financial Planning Case Study
A step-by-step UK to UAE checklist covering residency considerations, wills, and wealth planning, written as a practical case study.
Lump Sum vs Phasing In: Pros, Cons and How to Decide
Should you invest a lump sum immediately or phase it into the market? Pros, cons, behavioural trade-offs, and a practical checklist for deciding.
What is a Managed Portfolio Service (MPS)?
Managed portfolio services provide professional oversight through model portfolios by risk, currency and style. Here’s what to know before choosing.
Moving from the UK to UAE? A UK Tax and Financial Planning Case Study
A step-by-step UK to UAE checklist covering residency considerations, wills, and wealth planning, written as a practical case study.
Lump Sum vs Phasing In: Pros, Cons and How to Decide
Should you invest a lump sum immediately or phase it into the market? Pros, cons, behavioural trade-offs, and a practical checklist for deciding.
DIFC, ADGM and Onshore UAE: Expats Regulation Guide
Understand DFSA, FSRA, SCA and UAE Central Bank perimeters, and why DIFC and ADGM are seen as international financial centres.
What is the Foreign Income and Gains Regime (FIG)?
How the UK four-year FIG regime works, who qualifies, claim deadlines, what income and gains it covers, and key limits on losses and allowances.
Gifts Out of Surplus Income: Inheritance Tax Rule Explained
Understand inheritance tax relief for regular gifts made from income, how HM Revenue views patterns and timing, and why record keeping matters.
Selling a UK Business and Moving to the UAE?
Planning a UK business exit and move to the UAE? Understand deal timing vs tax residence, 5-year temporary non-residence rules, treaty limits, wills and IHT.
UK Statutory Residence Test: Can you ignore days you were stuck in the UK due to exceptional circumstances?
Can you deduct UK days if you were prevented from leaving? A practical guide to the exceptional circumstances rule and the 60-midnight cap.
Navigating the New Era of UK Crypto Taxation: 2026 and Beyond
From 1 Jan 2026, CARF gives HMRC new visibility into crypto activity. Learn UK crypto tax rules, CGT rates, DeFi/NFT treatment, and steps.
UK Tax Year End Checklist for Expats
What to use before 5 April 2026: allowances, CGT and dividend limits, the repatriation facility for former non-doms, and voluntary NI changes.
Autumn Budget 2025: Tax Changes Explained
Clear summary of Autumn Budget 2025 tax changes. Learn how Rachel Reeves’ Budget affects UK income tax, National Insurance, dividends, property income, pensions, IHT, business tax and electric vehicles.
Tax Planning When Leaving the UK
A complete guide to UK tax planning when leaving the UK. Understand UK tax residence, CGT, income tax, property rules, inheritance tax, and essential steps for expats.
Do UK Expats Need to File a UK Tax Return?
Do UK Expats Need to File a UK Tax Return? Peter WebbHead of Tax31st October 2025 For many UK expatriates, tax obligations do not end once they move overseas. Whether or not you must complete a UK tax return depends on your UK tax residence status and any UK-sourced...
What UK Tax Allowances Do Expats Benefit From?
Discover what UK tax allowances expats can claim on income, property, capital gains, and inheritance to reduce UK tax exposure and protect global wealth.
Estate Planning for a Globally Mobile World
Discover how global families can protect wealth, reduce cross-border tax, and ensure smooth inheritance with smart estate planning for a globally mobile world.
Divorce and UK Tax: What Separating Couples Need to Know
Divorce in the UK involves complex tax issues. Learn how Capital Gains Tax, inheritance, and pensions are treated when separating or ending a civil partnership.
Should UK Non-Residents Make Voluntary National Insurance Contributions?
Find out whether UK non-residents should pay voluntary National Insurance Contributions.
Making Tax Digital for Non-Residents: UK Rules and HMRC Guidance Explained
Does Making Tax Digital apply to UK non-residents? Learn how HMRC’s digital tax rules affect expats with UK income, property or self-employment.
UK Tax on Cryptocurrency: What You Need to Know
Understand UK tax on cryptocurrency. Learn when crypto is subject to Capital Gains Tax or Income Tax, how inheritance rules apply, and how to plan effectively.
UK Tax on Watches: Capital Gains, Inheritance and VAT Explained
Learn how UK tax applies to luxury watches. Understand Capital Gains Tax exemptions, inheritance rules, and VAT for collectors and investors
UK Tax Considerations for Investing in Wine
Learn how UK tax applies to wine investment. Understand capital gains tax, wasting-asset rules, and inheritance tax exposure for British and expatriate investors.
The Three Pillars of Expat Wealth
Learn how integrated wealth planning for expats unites tax planning, financial strategy, and succession to protect global wealth.
How a Financial Adviser Adds Value
Discover how a financial adviser adds value through behavioural coaching, tax efficiency, and evidence-based investing.
Understanding Investment Risk
Learn how to manage investment risk and stay invested for long-term growth.
What is a Trust and How Can It Help with Your Estate Planning
Discover how trusts help protect family wealth, reduce inheritance tax, and control how assets are passed on.
Understanding Offshore Investment Bonds
Discover how Offshore Investment Bonds provide flexible, tax-efficient solutions for expats and families.
Why You Should Think About Tax When Choosing Investments
Tax-efficient investing protects what you earn. Learn how Metis combines investment strategy with tax and estate planning to maximise long-term wealth.
Why You Should Have a Will
Discover why having a Will is essential for expats and families. Learn how Will planning, estate structuring, and cross-border advice protect your assets and legacy.
Planning Your Future Without Borders
Thinking of retiring abroad? Discover how smart financial planning, UK tax advice, and estate planning help you retire with confidence and clarity.
Why Behaviour Matters More Than Markets
Discover how emotions impact investment decisions. Learn how disciplined financial planning and behavioural coaching can improve long-term wealth outcomes.
The Power of Cash Flow Forecasting in Financial Planning
Cash flow forecasting brings clarity to your financial plan. See how this modern tool helps you make confident decisions about your future.
Expat Financial Planning: Building, Protecting and Passing on Your Wealth
Living abroad adds financial complexity. Discover how expert-led financial planning, UK tax advice, and estate planning can protect and grow your wealth as an expat.
What is a General Investment Account (GIA)
A General Investment Account (GIA) offers flexible investing with no contribution limits or access restrictions. Learn how GIAs work and when they make sense.
How to Choose an Expat Financial Planner
Find out how to choose a trustworthy expat financial planner. Understand fees, regulations, and cross-border tax planning with Metis Dubai.
Inheritance Tax Reform: Labour’s Proposed Changes Explained
Labour is reportedly reviewing UK inheritance tax rules. Discover how proposed changes could impact your estate planning and how Metis can help
Could Labour Government Introduce a Wealth Tax
Our Head of Tax, Peter Webb, explores what a Labour imposed Wealth Tax could look like
Making Tax Digital for Income Tax: A Key Change in UK Tax Planning
What is Making Tax Digital for Income Tax?
Don’t Miss Out on a Time-Limited UK Tax Break
Don’t miss out on a time limited tax break
Metis commences Operations in Dubai International Financial Centre (DIFC)
Metis Financial Planning has commenced operations from its DIFC head office, bringing UK-regulated expertise and transparent, fee-based advice to the Middle East.