Loading...

More families than ever caught in the UK inheritance tax net

High UK property prices, limited relief and domicile rule changes saw more families than ever pay UK inheritance tax in 2018, including expatriates.

How to make things easier for your family and heirs

With a Power of Attorney, updated wills and tax planning in place, you can make things easier for your family, before and after your death.

‘Brussels IV’ and Portugal: How to ensure your legacy goes to the right place

Expatriates can override Portuguese forced heirship rules and ensure their estate goes to chosen heirs by applying ‘Brussels IV’ in their will.

Beat uncertainty by taking control of your finances

When it comes to tax, pensions, investments and estate planning, there are things you can control to your benefit, whatever happens around us.

Planning for the long-term in a post-Brexit world

As Brexit approaches, see how you can plan to protect your wealth, maximise your pensions and legacy, and prepare as best you can for the future.

Do you know where you are domiciled? Are you sure?

Many British expatriates remain UK-domiciled without realising it, leaving their estate exposed to UK inheritance tax rates of 40%.

Review your finances for the new year

New year is a good time to check your tax, savings, pension and estate planning are on track to meet your family’s needs in 2018 and beyond.

Take time to review your finances for Portugal

Expatriates should review their residency, tax, property, estate planning and pension options to make the most of today's opportunities.

Can you afford the cost of living longer?

Today’s life expectancy means retirement could last decades. How can you make your savings, investments and pensions last as long as you do?

Make time to future-proof your legacy in France

By understanding how French succession tax and law will affect chosen heirs, British expatriates can take steps to protect their legacy.

Pages