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These articles have been written from years of experience and the knowledge gathered over time. Please enjoy and feel free to contact us

Words of Wisdom - Avoid Will Delay in Estate Planning

  Jun 22, 2020

A dear client sadly passed away leaving a wife and two step-children. He was American and the wife Filippino (she was very hesitant about signing d...
Non-UK Domicile status and the scope of Inheritance Tax

  Nov 26, 2019

Scope of Inheritance Tax for non-Domicile UK asset holdersFrom 6th April 2017, an individual is deemed to be dom...
Who pay UK Inheritance Tax?

  Nov 18, 2019

Inheritance tax (IHT) is the tax which is paid on an estate when the owner of that estate dies. Depending on certain criteria, the...
Keeping it in the family - How to reduce an inheritance tax bill?

  Oct 24, 2019

Inheritance tax raised a record £5.4bn in the last financial year the highest amount since the current tax system was introduced 33 years ago....
Understanding Business Protection

  May 28, 2019

Business Protection is something that is very often overlooked when businesses arrange their insurances. All companies will have a variety o...
International Estate Planning and Global Compliance

  Apr 01, 2019

In brief, Global Compliance is the reporting of our assets to the governments of whatever countries we hold assets in. Many of us have had f...
International Estate Planning

  Mar 25, 2019

Estate planning is for everyone. It alleviates the financial impact of your death on those you leave behind … even if you only possess a small amou...
If you are a Brit and have property back home, you need to update your Will or lose this £70,000 inheritance tax perk!

  Mar 22, 2019

Individuals need to check their Wills to avoid missing out on £70,000 of new inheritance tax breaks. The introduction of the new residence n...
Why use Will Services?

  Mar 19, 2019

A Will is a legal document that states to everyone, loved ones and the authorities what you want to happen to your assets when you die and who shou...
What happens to your digital assets when you die?

  Mar 11, 2019

When you die, the executor of your estate begins the task of managing and distributing your assets. In the past, financial accounts, real estate an...
10 Steps to Painless Estate Planning

  Feb 28, 2019

We get it: Nobody wants to contemplate his or her own mortality. And you may even feel that, in the context of death, questions about who gets whic...
Why You Need a Will and the Consequences if You Die Without one

  Feb 28, 2019

If you think Wills are only for the rich, you are absolutely wrong. A Will is an essential part of any estate plan. It is the primary docum...
Checklist for writing a Will

  Feb 20, 2019

Writing a Will isn't the most pleasant of tasks or an easy discussion to have with your loved ones. After all, by doing so you're not only acknowle...
Should you have a digital Will?

  Feb 11, 2019

In the pre-internet day, death was a relatively simple affair. The belongings of the deceased would be sorted through, boxed up, and divided among ...
Estate planning disasters and how to avoid them:-

  Jan 28, 2019

There is currently trillions of $ in transfer of wealth under way globally as aging baby boomers pass their assets to successive generations. ...
6 Estate Planning Must-Haves

  Jan 21, 2019

Many people believe that having an estate plan simply means drafting a will or a trust. However, there is much more to include in your estate plann...
What exactly is Estate Planning?

  Jan 16, 2019

Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own— your car, home, property, che...
7 common estate planning disasters and how to avoid them

  Nov 13, 2018

Do you know how much transfer of wealth is currently under way as aging baby boomers pass their assets to successive generations throughout the wor...
The Main Reasons Estate Planning Is So Important

  Oct 24, 2018

It seems like many people devote more time to planning a vacation, what car to buy or even where to eat dinner than they do deciding who will inher...
What is the difference between Keyman and Shareholder's Protection?

  Oct 18, 2018

Many small businesses that run today are our own and although we are advised not to put all of our eggs into one basket as it is too risky, we have...
Mental capacity and your financial affairs.

  Oct 16, 2018

We all have the right to make decisions about our own personal affairs, but sometimes due to either illnesses or accidents, we lose the abi...
7 Horrible Things That Can Happen If You Die Without A Will

  Jul 30, 2018

Over half the working population, globally, do not have a Will in place and over 60% of these are because they have not considered the consequences...
Inheritance tax advice for expats and non-UK residents

  Jul 06, 2018

Even if you are an expat, UK inheritance tax will be due if you are deemed domicile in the UK and if you fail to tax efficiently plan your estate b...
Estate Planning Basics

  Jun 25, 2018

Chances are, if you’re reading this information, you’re probably not spending too much time thinking about end-of-life planning. And while you are ...
Will vs a Living Trust

  Jun 11, 2018

When you pass away, you leave behind an estate composed of your real property, personal property and other assets. Unless you leave instructions de...
Things to consider when making a Will

  May 07, 2018

Making a Last Will and Testament is a very wise decision. It tells your surviving loved ones exactly what your wishes are regarding your property a...
FAQs for wills

  Mar 05, 2018

Do you have a Will? That is, do you have a legal document that outlines your wishes regarding the distribution of your property an...
A crash course in Estate Planning

  Oct 20, 2017

What You Don't Know About Estate Planning Can Hurt You and Your Family Many estate planners make it a point to educate thei...
Inheritance Tax in UK

  Sep 08, 2017

Inheritance tax paid by British families has topped £5bn a year for the first time in history, the final data before new allowances were introduced...
Dying without a will

  Apr 10, 2017

“In this world nothing can be said to be certain, except death and taxes," Benjamin Franklin once in a letter. Unfortunately, those words a...
6 Reasons to establish a family trust

  Nov 07, 2016

If you’ve ever thought about a Trust, it’s probably because you hate the idea of going through probate. Trusts have been heavily m...
Why you need to be ahead of your estate planning

  Sep 29, 2016

For those of you unaware, the USA ‘s tax office, IRS (Internal Revenue System) introduced a new reporting mechanism in 2015 called FATCA (Foreign A...
Prince did not have a Will!

  Apr 27, 2016

He had professional advisors including legal and financial all around him but no one managed to convince him to write something down for when he pa...
Why your will is vital

  Nov 02, 2015

I want to share an experience I have had personally with regards to why a Will is highly important for your loved ones in the event that you die, w...
How a lack of estate planning leads to a Phuket property nightmare.

  Sep 25, 2015

If these people had of set of efficient Trusts to hold their assets, the results would have been quite different... and they would have mor...
Inheritance tax (IHT) in UK and misconceptions.

  Sep 22, 2015

“If you die, as a UK Domicile person, your global estate (everything you own anywhere in the world) is subject to a death duty called I...
How to mitigate inheritance tax (IHT) in the UK

  Jul 06, 2015

"The UK tax office (HMRC) took in £397m in April 2015, far above the £260m monthly average for the last 10 years. Additionally, in the three mo...

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