Case Studies

Case Study

Rio is 25 and has been working in Dubai as a financial advisor for 3 years.

He is the oldest of 6 siblings who live in rented accommodation with their parents. He is on a commission only contract and has no assets in the UK.

Rio does not pay tax in the UK or UAE.

His company has an inhouse advisor who has been advising Rio on his tax position and succession planning
As it stands he does not intend to move back to the UK and would like to retire in his father’s homeland of the West Indies.

At the moment we do not feel Rio needs to complete stage 2 of the Tax Health Check but would recommend him to complete the prequalifying questionnaire again if his circumstances change.

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