Ross Naylor, Chartered Financial Planner & Pension Transfer Specialist
Pension and investment advice for British expats
// by Ross Naylor
Have you completed a beneficiary nomination form indicating who you want to have the proceeds of your pensions and life insurances in the event of your death?
Find out why I recommend that all clients do so.
The importance of properly nominating beneficiariesRead More
// by Ross Naylor
The formal definition of domicile is “the country that a person treats as their permanent home, or lives in and has a substantial connection with.” However, domicile and residence are not the same. It is entirely possible to have lived in the same country for many years, even decades, and consider it your “home”, but …
// by Ross Naylor
Inheritance Tax is a ‘voluntary’ tax; there are many ways for expats to mitigate it. One of my favourites is to take out a life insurance policy written in trust.
// by Ross Naylor
The rules for transferring assets to a spouse on death are pretty simple. However, things are trickier when one spouse is non-domiciled.
How does UK inheritance tax work when a spouse is non-domiciled?Read More
// by Ross Naylor
A death folder is a proven way for expats to organise their affairs so as to avoid exposing loved ones to unnecessary additional stress in the event of sudden death.