What is the difference between residence and domicile?

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

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.

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.

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.

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?

How to prepare an in case of death folder

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.

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.

I’m resident overseas, but where am I domiciled?

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? →

Using life insurance to mitigate Inheritance Tax

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.

How does UK inheritance tax work when a spouse is non-domiciled?

The rules for transferring assets to a spouse on death are pretty simple. However, things are trickier when one spouse is non-domiciled.