Guides
Clear thinking, one decision at a time
Practical, plain-English guides for the weeks after a windfall: before the noise, the salespeople, and the deadlines take over. No jargon, no pitch.
Updated September 2026
The Dangerous Year Isn't the One You Think
The real risk after a windfall isn't bad investing: it's an irreversible decision made too fast. The reframe, and the rule that guards against it.
The first yearThe Sequence: What to Handle After a Windfall, and in What Order
The whole first year on one page (stabilise, structure, decide slowly, move) plus the two ordering mistakes that reorder everything.
Tax residencyWorldwide vs. Territorial Taxation, Explained
The two systems the whole map divides into, and why which one applies to you matters enormously the year a windfall lands.
RelocationHow to Choose Where to Be Tax Resident After Selling a Business
A decision framework, not a country ranking: the questions to work through, and why life-fit beats the marginal rate.
Business exitSudden Wealth Syndrome After a Business Exit: The 12-Month Rule
Selling changes your identity, not just your balance: why the calmest founders decide nothing irreversible for the first year.
RelocationWhere to Live After Selling Your Business
A framework for weighing destinations beyond the headline tax rate: rank by life first, then check the tax against your actual money.
Tax residencySecond Passport vs. Tax Residency
The single most expensive misconception among newly-wealthy relocators: why a golden visa alone won't cut your tax bill.
InheritanceWhat to Do With an Inheritance: The First 90 Days
A calm, ordered way to handle inherited money: what genuinely needs a decision now, and what can safely wait.
Business exitSold Your Business? The Checklist Before You Do Anything Else
The moves that matter in the window right after an exit, and the expensive assumptions people make when the money lands.
Equity windfallYour Stock Options Just Vested: The Mistakes to Avoid
Concentration, timing, and tax: why an equity windfall trips up smart people, and how to think about it clearly.
RelocationShould You Relocate After a Windfall? A Decision Framework
How globally mobile people weigh a move (beyond tax) and the questions to answer before you pack anything.
Prize winWon the Lottery or a Big Prize? The Decisions That Matter in Week One
A calm playbook for the first week after a life-changing win: privacy, the flood of requests, and the moves that genuinely can't wait.
RelocationTax Residency, Compared: How to Weigh Dubai, Portugal, Cyprus and the Rest
A framework for comparing low-tax destinations that survives contact with reality: the archetypes, the trade-offs, and what actually decides it.
Estate planningCross-Border Wills and Trusts: What Changes With Assets in Two Countries
Why a single will can quietly fail once your life crosses a border, and the questions to ask before it's your family sorting it out.
FoundationsThe Compound Interest Math Nobody Shows You After a Windfall
Why the least exciting option (invest sensibly, then leave it alone) quietly beats almost everything people rush into.
RelocationExit Tax and Deemed Disposal, Explained
What it means when a country taxes you on the way out, and the questions to ask before you treat a move as decided.
AdvisersHow to Vet a Cross-Border Financial Adviser
The questions that separate a genuine multi-jurisdiction specialist from a generalist, and the red flags worth ending a meeting over.
Tax residencyThe Two-Country Tax Trap, Explained
How a badly timed move can leave you tax resident in two countries at once (or in neither) and what a tie-breaker rule actually resolves.