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Skybound Wealth UK

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Skybound Wealth UK

Trusted, independent financial planning, pension & repatriation advice through every stage of life.

28/05/2026

It happens more often than people expect.

A family loses a parent. The estate goes to probate. And then comes a tax charge nobody planned for, on assets that took a lifetime to build.

In some cases it means a forced property sale. In others, it means beneficiaries receive considerably less than intended.

Neither outcome is inevitable. With advice taken at the right time, most families can meaningfully reduce their IHT exposure. The problem is that the right time is usually years before it becomes urgent.

Skybound Wealth UK helps families get ahead of this.

Find out what IHT planning looks like in practice:

https://www.skyboundwealth.co.uk/services/uk-inheritance-tax-planning

26/05/2026

𝗪𝗲'𝗿𝗲 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 𝗨𝗞 - 𝗮𝗻𝗱 𝘄𝗲'𝗿𝗲 𝗵𝗶𝗿𝗶𝗻𝗴 𝗮𝗰𝗿𝗼𝘀𝘀 𝗳𝗶𝘃𝗲 𝗿𝗼𝗹𝗲𝘀 𝗿𝗶𝗴𝗵𝘁 𝗻𝗼𝘄.

We back our people properly - tech that works, specialist support, and a team focused on getting better, not just bigger.

Here's where we're hiring:

𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗱𝘃𝗶𝘀𝗲𝗿 – Bournemouth
𝗦𝗲𝗹𝗳-𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗱 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗔𝗱𝘃𝗶𝘀𝗲𝗿 – Bournemouth
𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗼𝗿 – Bournemouth
𝗣𝗮𝗿𝗮𝗽𝗹𝗮𝗻𝗻𝗲𝗿 – Bournemouth
𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗱𝘃𝗶𝘀𝗲𝗿, 𝗔𝘁𝗵𝗹𝗲𝘁𝗲𝘀 & 𝗖𝗿𝗲𝗮𝘁𝗼𝗿𝘀 𝗗𝗶𝘃𝗶𝘀𝗶𝗼𝗻 – UK

Our mortgage division is being built from the ground up - a genuine opportunity to help shape something from day one, not slot into an existing structure.

Athletes & Creators - Part of Skybound Wealth is a different kind of practice - working with clients whose careers and financial lives don't fit the standard mould.

To find out more click the link below ⬇️

https://www.skyboundwealth.com/careers/job-listings

21/05/2026

This week we're celebrating Leanne Taylor's 5-year anniversary with Skybound Wealth UK! 🎉

Five years of showing up, stepping up, and making a real difference along the way. Leanne is one of those people who holds a team together without ever making a fuss about it - loyal, dependable, and always the first to help when someone needs it.

Outside of work she's just as busy - a brilliant mum to her three children, forever on the school run or cheering from the sidelines.

Leanne, five years in and this team is genuinely better for having you in it.

Thank you for everything, here's to the next five! 🥂

18/05/2026

𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗦𝗵𝗼𝘂𝗹𝗱𝗻’𝘁 𝗕𝗲 𝗚𝘂𝗲𝘀𝘀𝘄𝗼𝗿𝗸.

𝗠𝗼𝗻𝗲𝘆𝗠𝗮𝗽 lets our advisers model real-life scenarios such as early retirement, relocation, education costs, legacy planning, in an instant.

No static charts. No jargon. Just clarity, confidence, and decisions made in real time.

Discover how 𝗠𝗼𝗻𝗲𝘆𝗠𝗮𝗽 empowers advisers and clients alike by requesting a demo now:

https://www.skyboundwealth.co.uk/contact-us

14/05/2026

Most British expats leaving France focus on the logistics. The removal van. The property sale. The final French tax return.

What they often don't plan for is the sequence - and in this case, the sequence is everything.

France applies exit tax the day you leave.

Assurance vie contracts that were tax-efficient in France become chargeable events the moment you become UK resident, with gains potentially taxable at up to 45%.

French forced heirship rules that mandated how your estate passed in France don't disappear - they sit in conflict with your UK will until someone deliberately resolves that tension.

And the UK's new four-year Foreign Income and Gains regime only protects returning expats who've been non-UK resident for at least 10 consecutive years - a threshold more people miss than expect.

Fiona Neill, Private Wealth Partner at Skybound Wealth UK, has put together a guide covering the full France-to-UK financial picture - French exit tax, assurance vie timing, the FIG regime, capital gains on retained French property, pension treatment under the DTA, and estate plan considerations moving forward.

Check out the full article now:

https://www.skyboundwealth.co.uk/blog/returning-to-the-uk-from-france-a-complete-tax-financial-guide-for-expats

12/05/2026

Your salary has changed. Your family has grown. Your policy probably hasn't.

Most people assume their insurance still fits because they haven't needed to use it yet. That's not the same as being covered.

This carousel walks through the gaps we see most often - outdated protection, medical policies that don't travel well, and cover that looks solid until life actually tests it.

If you're not certain your protection would hold up when something goes wrong, that's worth a conversation.

📅 Book a call with our team.

https://www.skyboundwealth.co.uk/contact-us

07/05/2026

𝗪𝗲 𝗮𝗿𝗲 𝗹𝗮𝘂𝗻𝗰𝗵𝗶𝗻𝗴 𝗦𝗸𝘆𝗯𝗼𝘂𝗻𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗲.

A new dedicated division for private clients, families and investors - built to bring property, lending and wider financial planning closer together.

Leading it as Group Head of Property & Finance is Kieron Franklin, who joins Skybound with more than 30 years of senior international banking experience across HSBC Bank International, RAKBANK, Commercial Bank of Dubai and Saudi Awwal Bank, formerly Saudi British Bank.

The division will support clients across:
• Property sales and purchases
• UK residential lending and buy-to-let finance
• Specialist and complex lending
• Refinancing and rate switching
• Equity release and intergenerational planning
• Pre-relocation property planning

𝗪𝗵𝘆 𝗻𝗼𝘄?

Property is one of the biggest financial decisions our clients ever make. Yet too often it is handled separately from tax, retirement, currency, estate planning and investments. When no one is looking at the whole picture, value can be lost.

Skybound Property & Finance has been created to bring those conversations closer together - and Kieron’s appointment gives the new division the senior leadership and technical depth to build it properly.

Read the full announcement:

https://www.skyboundwealth.co.uk/blog/skybound-wealth-appoints-kieron-franklin-to-lead-newly-launched-property-and-finance-division

30/04/2026

What a night on the South Coast.

As a spotlight sponsor at the Hendy Group networking evening, hosted by South Coast Wine Festival, we were proud to put our name to something that genuinely brought the local business community together - good people, good wine, and real conversations worth having.

Skybound Wealth UK M.D. Craig Stokes was joined by Paul, Julia and John on the night, sharing who we are, what we do, and how we help clients find clarity and confidence in their financial plans.

The energy in the room said it all. Events like this aren't just about brand visibility - they're about showing up for the community we're part of, and building relationships that actually mean something.

Thank you to Simone Ippolito and the South Coast Wine Festival team for bringing it all together, and to everyone who took the time to talk with us.

28/04/2026

𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝗶𝗳 𝘆𝗼𝘂 𝗿𝗲𝘁𝗶𝗿𝗲 𝗮𝘁 𝟱𝟱 𝗶𝗻𝘀𝘁𝗲𝗮𝗱 𝗼𝗳 𝟲𝟱? 𝗟𝗲𝘁 𝗠𝗼𝗻𝗲𝘆𝗠𝗮𝗽 𝘀𝗵𝗼𝘄 𝘆𝗼𝘂.

Big decisions need more than intuition.

With 𝗠𝗼𝗻𝗲𝘆𝗠𝗮𝗽, our advisers can instantly model how stepping back 10 years early affects your income streams, investments, and long-term sustainability.

It’s not just numbers on a page, it’s a clear picture of what your future looks like, so you know exactly what’s possible.

𝗠𝗼𝗻𝗲𝘆𝗠𝗮𝗽 brings your retirement decisions to life.

Request a call now:
https://www.skyboundwealth.co.uk/contact-us

22/04/2026

SOAR reaches clients across Europe, the Middle East, the US, and beyond, but the UK perspective remains a constant thread through every edition.

Issue 7 includes a contribution from Jeff Po***ck, Private Wealth Partner at Skybound Wealth UK, on a topic that quietly catches a lot of people out: what happens to pension wealth when years pass without anyone looking at it properly.

It's a question that matters whether you're firmly UK-based or simply have financial ties here that follow you wherever you live.

https://issuu.com/skyboundwealthmanagement/docs/skybound_wealth_management_-_soar_issue_7/29

Address

Alum House, Suite 12, Discovery Court Business Centre, 551/553 Wallisdown Road
Poole
BH125AG

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	9am - 5pm

Website

https://www.skyboundwealth.co.uk/

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