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Ross Naylor

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Tag: Will

Getting remarried? Add these 6 financial tasks to your to-do list

Remarriage entails a number of financial considerations. Tackling them early increases the chance of a financially sound future together.

Published February 21, 2022
Categorised as Estate planning, Financial Planning Tagged beneficiary, pension, property, remarriage, spousal bypass trust, Will

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

How can marriage or divorce affect your Will?

Did you know that that once you are married, any Will that you or your new spouse have in place will automatically be revoked?

Published August 16, 2021
Categorised as Estate planning Tagged divorce, estate planning, expat divorce, inheritance tax poland, marriage, Will

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

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