Category: Estate Planning
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How do changes to UK Inheritance Tax affect pensions for expats?
If you have a UK pension and you live overseas, some important changes are coming. The 2024 UK Autumn Budget announced from 2027, UK pensions will be subject to Inheritance Tax if you die. Before this, pensions were exempt from UK IHT, and used by many as a tool to pass on wealth. The logic… Read more
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Estate planning for expats – what happens if you die overseas?
The laws on how your assets are treated when you die vary greatly by country. As an expat, you might need to consider the rules in your country of origin, your host country, and any other countries where you hold assets. It’s easy to assume that it will be similar to your home country, but… Read more
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How can British Expats benefit from the changes to IHT?
From April 2025, UK inheritance tax will undergo the biggest change since it was invented. If you’re living overseas, you’ll be one of few people who can substantially benefit. In the past, UK Inheritance Tax was based on where you were born. This meant as a British citizen, you would pay UK Inheritance Tax on… Read more
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3 Mistakes British Expats Make With Life Insurance
If you’re a British expat living outside the UK, it’s important to know your family are financially protected if something happens to you. Here are 3 common mistakes expats make, and how to avoid them. 1. Not Checking if Your UK Policies Still Cover You Abroad Last year I spoke with a family living in… Read more