Free guide
Thai tax and estate planning
How the 2024 rule, FATCA and CRS fit together, the rule applied to your own residence and income, and where treaty relief, gifting, the LTR and trust structures genuinely earn their place. Useful even if you never contact me.
What is inside
- How we got here: FATCA, CRS and the 2024 rule
- The rule applied to you: residence, what is assessable, allowances
- The legitimate routes: treaty relief, gifting, pre-2024 capital, the LTR
- Where trust and pension structures earn their place, and where they do not
- Brackets and allowances at a glance
What's inside
Chapter by chapter
- 01How we got here: FATCA, CRS and the 2024 rule
- 02The rule applied to you: residence, what is assessable, allowances
- 03The legitimate routes: treaty relief, gifting, pre-2024 capital, the LTR
- 04Where trust and pension structures earn their place, and where they do not
- 05Brackets and allowances at a glance
Who this is for
Long-term expats in Thailand with foreign income, pensions and an estate that crosses more than one jurisdiction.
The advisor
Richard Knight
Richard Knight is a British national with fifteen years' experience in private wealth management, advising internationally mobile clients across Asia, Europe and beyond. Based in Thailand, he works with expatriates and international families navigating the complexities of cross-border wealth, retirement and estate planning.
The practice is built on first-hand experience of international relocation and long-term expatriate life, rather than a purely theoretical understanding of it.
He is an Associate Member of the UK's Chartered Institute for Securities & Investment (ACSI) and holds CISI qualifications in Financial Planning and Investments.
He also serves as Vice Chair of the British Chamber of Commerce Thailand in Hua Hin, supporting the local business and expatriate community.
Richard maintains a deliberately limited client base, focusing on conservative, long-term planning for people who value clarity, stability and peace of mind over unnecessary risk.
Other guides
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Download →Expat Estate Planning in Thailand
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Download →Thailand tax 2024, a primer
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Download →Thailand double tax agreements
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Thai corporate tax, business structures, profit extraction, BOI promotion, group pensions and succession, and the planning gap most owner-managed firms miss.
Download →US pensions & 401(k) for American expats
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Download →Inheritance tax planning for British expats
Since April 2025 a residence test, not domicile, decides whether UK inheritance tax reaches your worldwide estate or only UK assets. Addressed in good time.
Download →A will set across borders
A single global will taking Thai assets through probate is the most common avoidable cause of estate delays. The two-will set distributes cleanly instead.
Download →Family investment companies
A family investment company can hold and pass on wealth well, and is also sold to people for whom it is costly overhead. The honest assessment comes first.
Download →Asset protection for expats
Asset protection is sold as a product and rarely explained as a plan. Most expats face mundane, fixable exposures, and need no offshore-bond theatre.
Download →Property in a cross-border plan
Property is the asset expats most often hold for reasons other than returns. Where it fits a cross-border plan, what it ties up, and the tax that follows.
Download →Protection & insurance for expats
Most expats are underinsured against what would derail the plan, or paying for cover that no longer serves them. What fits, and what you can stop paying for.
Download →The Australian tax change report 2026
The 2026-27 Federal Budget reforms, read against the choices an onshore resident or overseas-based Australian still has open. Plain English, with trade-offs.
Download →
