Strategic Planning Under the New FIG Regime - A Case Study Approach

Introduction

From 6 April 2025, the Foreign Income and Gains (FIG) regime replaced the long-standing Remittance Basis. It offers a valuable four-year exemption from UK tax on certain non-UK income and gains for eligible new residents.

However, the rules are complex and navigating them effectively requires careful planning.

This new case study based virtual classroom seminar applies the rules to a realistic client fact pattern to showcase how advisors can help their clients maximise the benefits of the regime while avoiding potential pitfalls.

Aimed at accountants, tax advisors, private client lawyers, and global mobility specialists, this session builds on the comprehensive overview of the FIG regime provided in The New Foreign Income & Gains (FIG) Regime - Essential Guidance for Taxpayers & Advisors and will equip you with the practical knowledge to ensure your clients get the most from the FIG regime.

What You Will Learn

This live and interactive case study session covers the whole lifecycle of the FIG regime from pre-arrival planning to the transition to normal taxation and everything in between, including:

• Pre-arrival planning
• Managing the change in tax residency
• Situations in which the FIG regime is not beneficial
• Opportunities and risks for common types of income and capital gains, including:
• Employment income
• Pensions
• Non-UK companies and trusts
• Preparing for the end of the FIG regime

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.