David is a successful entrepreneur. He was born in Mexico but has lived in the UK with his wife as a non-domiciled resident for 11 of the past 20 years, claiming the remittance basis of taxation. His two adult children both live in the US with their young families. As he approaches retirement, he is looking to immigrate to the US.
Outcomes to date:
Disclaimer: Please note, all case studies have been carefully anonymised. Although scenarios are based on real life events they have been fictionalised and are an amalgamation of client experiences. All names, locations and occupations have been replaced with pseudonyms.