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Ross Naylor

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Tag: IHT

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

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.

Published July 5, 2021
Categorised as Estate planning Tagged death folder, estate planning, IHT, power of attorney, Will

Expat guide to UK inheritance tax

How does inheritance tax work? A guide to the basics of IHT for UK expats.

Published April 16, 2021
Categorised as Expat retirement planning Tagged death, expats and iht, IHT, inheritance tax poland

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

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.

Published October 30, 2020
Categorised as Estate planning Tagged domicility, IHT, inheritance tax, non-domicile

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