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Ross Naylor

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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.

Published January 5, 2022
Categorised as Expat retirement planning Tagged asset allocation, beneficiary nomination, financial goals, gifting, inflation, inheritance tax, insurance, rebalancing, retirement savings, state pension forecast, Will

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.

Published December 7, 2021
Categorised as Estate planning Tagged Assurance Vie, beneficiary, BREXIT, Domicile, EU Succession Regulation, inheritance tax, probate

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.

Published October 1, 2021
Categorised as Estate planning, Expat retirement planning Tagged beneficiary nomination, inheritance tax, pension death benefits

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

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

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

Published May 10, 2019
Categorised as Expat pensions, Expat tax Tagged capital gains tax, income tax, inheritance tax, lifetime allowance, Overseas Transfer Charge, QROPS, Residence Nil Rate Band, Tax relief

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