General Financial Planning

Using life insurance to mitigate Inheritance Tax

In recent research from Barclays Wealth, three in five (60 per cent) UK adults aged between 45 and 54 said they did not know if their investments would be subject to inheritance tax when they were passed on to family. Additionally, the survey found that a quarter (26 per cent) of respondents did not know if their property’s value would be considered separately to the rest of their financial assets for inheritance tax purposes.

The Basics of Good Expat Investment Advice

Historically, expat investment advice has been characterised by the focus on the sale of a financial product, e.g. a pension plan or an investment fund. While products are, obviously, a necessary feature of a wider holistic financial planning strategy, good quality expat investment and retirement advice encompasses much more than simply selling products.