Published On: July 3, 2023|2.7 min read|The Benefits of QNUPS for Expats: Securing Your Financial Future Abroad
In this blog, we will explore the concept of trust planning for UK ex-pats and highlight its significance in securing your financial future.
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Published On: May 25, 2023|3.5 min read|Trust Planning for UK Expats: Safeguarding Your Assets and Legacy
In this blog, we will explore the concept of trust planning for UK ex-pats and highlight its significance in securing your financial future.
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Published On: April 19, 2023|2.5 min read|How Does a Financial Adviser Add Value?
Financial advisers can be valuable resources for individuals seeking to manage their money and achieve their financial goals. While many people believe that financial advisers simply provide investment advice, they actually offer a range of services that can help their clients achieve financial success. In this blog, we’ll explore how financial advisers add value and the benefits they can offer.
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Published On: October 21, 2022|7.4 min read|The Portugal Golden and D7 Visa
Thinking of moving or retiring to Portugal? The Portuguese Golden Visa program was most recently updated on January 1, 2022, with some quite significant changes. For example, removing some locations within Portugal where property investment was previously included and increasing the amount of investment required.
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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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Published On: April 10, 2018|7.3 min read|QROPS for expats. FAQ – Frequently asked questions
What is a QROPS? A QROPS is a Qualifying Recognised Overseas Pension Scheme. For an overseas scheme to be deemed as such, it must satisfy criteria stipulated by HMRC. [...]
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Published On: April 8, 2018|3.8 min read|Should you consider a spousal bypass trust for your pension?
The death benefits of a pension fund can in most cases be passed to loved ones, via an “expression of wishes” form. Under the flexi access pension rules, funds [...]
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Published On: March 11, 2018|6.3 min read|Thinking about setting up a trust? Which trust is right for you?
Absolute/Bare TrustsA bare trust is one where the person who benefits from it (referred to as the beneficiary) has an immediate and absolute right to the assets that are transferred [...]
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Published On: March 10, 2018|2.1 min read|Want to avoid extra taxes on your pension? Read this now!
The UK Lifetime allowance is the total value of pension savings that can be accumulated without a tax charge. We have previously seen the lifetime allowance fall from 1.8 [...]
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