Residence and domicile are often confused. The resulting tax implications can be significant and wide ranging.
Post Brexit, the EU Succession Regulation continues to impact (and benefit) British expats in Europe. Find out how you can take advantage.
Do you know there are currently millions in unclaimed pension money? Plan ahead so your money doesn’t get added to that total.
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.
Did you know that that once you are married, any Will that you or your new spouse have in place will automatically be revoked?
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.
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 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 … Continue reading I’m resident overseas, but where am I domiciled?
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.
The rules for transferring assets to a spouse on death are pretty simple. However, things are trickier when one spouse is non-domiciled.