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Ross Naylor, Chartered Financial Planner

I help expats to understand their UK pension options and make educated decisions regarding retirement planning

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Tag: inheritance tax

A New Year Financial Check-Up

The start of a New Year is always a good time to review one's finances. Here are some ways to make sure that you are on the right track.

Ross Naylor Expat retirement planning January 5, 2022February 2, 2022 3 Minutes

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.

Ross Naylor Estate planning December 7, 2021December 7, 2021 3 Minutes

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.

Ross Naylor Estate planning, Expat retirement planning October 1, 2021October 1, 2021 2 Minutes

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.

Ross Naylor Estate planning 1 Comment October 30, 2020December 3, 2021 3 Minutes

New UK tax year (2019/2020): Implications for expats

A summary of the changes for tax year 2019/2020 that affect UK expats.

Ross Naylor Expat pensions, Expat tax May 10, 2019October 22, 2021 2 Minutes

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