• Published On: November 18, 2022|3.5 min read|

    Have you exceeded the Lifetime Allowance?

    Should you continue to make pension contributions? With steady decreases in the value of the LTA over time. More and more individuals are finding themselves in excess of the lifetime allowance prior to their planned retirement.

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  • Published On: November 2, 2022|5.6 min read|

    The UK / UAE Double Taxation Treaty. How to access your UK pension.

    With increasing, mobility and collaboration between the UK and UAE employers and employees have welcomed the introduction of the double taxation agreement (DTA). The Double Taxation Convention entered into force between the UK and the UAE on 25 December 2016. The Convention took effect with regard to taxes withheld at source, in respect of amounts paid or credited on or after 1 January 2017.

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  • Published On: October 21, 2022|7.5 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: October 14, 2022|3.1 min read|

    Interest rates are rising. What will this mean for your CETV?

    What's been happening to pension transfer values in 2022? If you are considering a pension transfer and are wondering how recent economic changes may impact your final salary pension's cash equivalent transfer value, read on!

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  • Published On: September 13, 2022|2 min read|

    Peter – A Senior International Banker

    Repatriating and seeking guidance on tax planning and investment options.

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  • Published On: January 20, 2022|5.1 min read|

    How to Use Life Insurance to Mitigate Inheritance Tax

    If your total combined assets including your life insurance exceed the inheritance tax threshold, your beneficiaries will have to pay the inheritance tax due before they are able to gain access to your estate. The life insurance, alongside other assets, will also need to go through probate, which can take months, if not longer to complete. Luckily, there are ways to mitigate this.

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  • Published On: November 19, 2021|6.5 min read|

    A Short Guide to UK Inheritance Tax

    These tips and tricks are all great ways to increase the efficiency of your estate after your death.

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  • Published On: March 15, 2021|4.6 min read|

    Stamp Duty Surcharge for Expats Buying Property in the UK

    New rates of Stamp Duty Land Tax (Stamp Duty) for non-UK residents will become effective from 1st April 2021. Expats and foreign investors, now face a 2% stamp duty [...]

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  • Published On: March 4, 2021|2.8 min read|

    UK Spring Budget – Lifetime Allowance Frozen

    Nearly one year after the Covid-19 pandemic forced the UK into a national lockdown - the Chancellor has revealed the pensions policy changes in the UK's March Spring Budget [...]

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