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Ross Naylor

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Category: Estate planning

How to use Inheritance Tax Loss Relief to reclaim IHT after a stock market fall

If Inheritance Tax has already been calculated based on higher values, there may be an option to reclaim tax paid if markets have since fallen.

Published November 25, 2022
Categorised as Estate planning Tagged #expat financial advice, #expat financial planning, expat inheritance tax, IHT

Expat Finance 101: 10 Reasons You Should Have a Will

You have probably been told on numerous occasions that you should have a Will. Indeed, doing so may have been on your mental to-do list for months or years. However, you haven’t yet gotten around to it. This may just be due to the hustle and bustle of day-to-day expat life. It may be that…… Continue reading Expat Finance 101: 10 Reasons You Should Have a Will

Published October 14, 2022
Categorised as Estate planning

The importance of properly nominating beneficiaries

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.

Published June 9, 2022
Categorised as Estate planning

Getting remarried? Add these 6 financial tasks to your to-do list

Remarriage entails a number of financial considerations. Tackling them early increases the chance of a financially sound future together.

Published February 21, 2022
Categorised as Estate planning, Financial Planning Tagged beneficiary, pension, property, remarriage, spousal bypass trust, Will

What is a spousal bypass trust and who should use one?

If you have more complicated family arrangements, e.g. second marriage or stepchildren, or you want to provide for someone without giving them immediate access to a large sum of money, then a spousal bypass trust may be of interest.

Published February 14, 2022
Categorised as Estate planning, Pension Death Benefits, Pension Planning Tagged beneficiary, spousal bypass trust, trusts

What is the difference between residence and domicile?

Residence and domicile are often confused. The resulting tax implications can be significant and wide ranging.

Published January 17, 2022
Categorised as Estate planning Tagged Domicile, IHT planning, non-dom spouse, non-domiciled spouse, Residence

EU Succession Regulation: What is it and how does it affect UK expats?

Post Brexit, the EU Succession Regulation continues to impact (and benefit) British expats in Europe.

Find out how you can take advantage.

Published December 7, 2021
Categorised as Estate planning Tagged Assurance Vie, beneficiary, BREXIT, Domicile, EU Succession Regulation, inheritance tax, probate

Three tips for passing your pension on to your loved ones

Do you know there are currently millions in unclaimed pension money?

Plan ahead so your money doesn’t get added to that total.

Published October 1, 2021
Categorised as Estate planning, Expat retirement planning Tagged beneficiary nomination, inheritance tax, pension death benefits

Using gift allowances to reduce IHT: Six tips on using gifts to reduce inheritance tax

No one wants to pay more tax than they have to, yet many of us do.

Inheritance tax is often forgotten about until it’s too late.

Read my six tips on using gifts to reduce inheritance tax.

Published September 13, 2021
Categorised as Estate planning

How can marriage or divorce affect your Will?

Did you know that that once you are married, any Will that you or your new spouse have in place will automatically be revoked?

Published August 16, 2021
Categorised as Estate planning Tagged divorce, estate planning, expat divorce, inheritance tax poland, marriage, Will

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