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Tag: expat inheritance tax

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

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.

Published April 9, 2021
Categorised as Estate planning Tagged crossborder estate planning, expat inheritance tax, expat life insurance, IHT, international estate planning

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