• Published On: February 12, 2020|8.9 min read|

    The Pension Lifetime Allowance and the Non Resident Enhancement Factor

    I specialise in helping individuals maximise their pension savings. Helping them understand potential ways of reducing tax on their pensions. Jessica Cook LLB (Hons) DipFA ACSI To find out [...]

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  • Published On: November 19, 2019|3.3 min read|

    Do you have a Maltese QROPS? – The New Malta Pension Rules 2019 – What you need to know

    On 1 January 2019, the Malta Financial Services Authority introduced new pension rules to apply to all Malta pension schemes. There was a transitional period of 6 months but [...]

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  • Published On: November 19, 2019|4.6 min read|

    How a Discounted Gift Trust can help with Inheritance Tax Planning

    At outset of a Discounted Gift Trust, or DGT as they are commonly referred to, the settlor requests a series of regular capital payments payable for their lifetime, or [...]

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  • Published On: November 18, 2019|6.3 min read|

    Repatriating back to the UK? – The benefits of an Offshore Bond for UK expats.

    An offshore investment bond is a tax wrapper that can hold different kinds of financial products including stocks, shares, mutual funds and structured notes. There are many advantages to how offshore investment [...]

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  • Published On: November 11, 2019|3.3 min read|

    How to increase your pension lifetime allowance as an expat

    The lifetime allowance for the tax year 2019/20 is £1,055,000 and it is likely to increase in line with inflation at the end of the current tax year. While most people [...]

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  • Published On: April 30, 2019|4.7 min read|

    Find Out How To Ensure You Receive The Full State Pension.

    The State Pension is a regular payment from the government most people can claim when they reach State Pension age. How much is the UK State Pension? The State [...]

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  • Published On: April 17, 2019|6.2 min read|

    Frequently Asked Questions On Capital Gains Tax for UK Expats

    Capital gains taxWhat is capital gains tax?CGT or Capital gains tax is a tax due on the gain made from the disposal of assets.  The tax is due on [...]

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  • Published On: March 11, 2019|5.7 min read|

    Expats and money on divorce

    Divorce is about severing ties and starting over.  The people who do this most successfully think about their finances before they sign the divorce decree. However many people get [...]

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  • Published On: March 11, 2019|4.1 min read|

    UK Inheritance tax in a nutshell

    Inheritance Tax or IHT as it is better known, is a tax paid on your estate. This includes property, money (including investments and cash in the bank), possessions and [...]

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  • Published On: March 5, 2019|5.4 min read|

    Inheritance tax – What you can do to reduce your bill

    One major misconception of those living in the UAE is that they are not liable or they simply forget about the consequences of Inheritance Tax whilst they enjoy their [...]

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