Educational articles and anonymised case studies on cross-border planning for internationally mobile families.


I'm James Spence, Chartered MCSI, Partner, Family Office and Private Client Adviser at Neba Private Clients (head office Dubai). I am based in Abu Dhabi. This site shares educational articles and anonymised case studies on cross-border planning. It is not a service brochure. Any advice is given only through Neba Private Clients, after a full fact-find and under a signed client agreement.
This site is educational. For information on Neba Private Clients' services, please see nebaprivateclients.com.
Services, fees and regulatory details are set out in Neba Private Clients' client agreement and Terms of Business.
Cross-border pensions, estate planning concepts, UK and UAE tax basics, and how life-insurance-based structures work in general terms.
Case studies are hypothetical or anonymised composites. No client information is published.
This site is educational. Details of Neba Private Clients' services are on nebaprivateclients.com.
Educational only, not advice. James Spence is a Partner, Family Office and Private Client Adviser, with Neba Private Clients. This website is published for general educational information only. Nothing on it is an advertisement, an offer, a recommendation or personal financial, tax or legal advice, and it should not be relied on as such. Tax rules depend on individual circumstances and may change. The value of investments can fall as well as rise. Case studies are hypothetical or anonymised composites and do not describe real clients or predict outcomes. Advice is only given after a full fact-find, under a signed client agreement with Neba Private Clients. Not directed at persons in any jurisdiction where its publication would be unlawful, including the United Kingdom.