Stay informed with the latest insights, tips, and updates on international estate planning, expatriate wills, retirement income benefits, and more. Our blog is designed to provide valuable information to help you navigate the complexities of managing your estate across multiple jurisdictions.
You may still be liable for UK IHT even if you have lived overseas for years. “If you die, as a UK Domicile person, your…
If these people had of set of efficient Trusts to hold their assets, the results would have been quite different… and they would have more…
Prince, the artist, was talented, creative, imaginative and extremely wealthy BUT had no foresight as he died without a will! The talented artist known as…
Why you need to be ahead of your estate planning BIG BROTHER IS THE TAX-MAN! For those of you unaware, the USA ‘s tax office,…
Are you one of the 65% population without a will? Do you have a Will? That is, do you have a legal document that outlines your…
There are certain assets we own that can be nominated to beneficiaries directly. These should not be included in your will for distribution. Making a…
Here are some basic points to understand about both documents. When you pass away, you leave behind an estate composed of your real property, personal…
Five Important Things to Know. Chances are, if you’re reading this information, you’re probably not spending too much time thinking about end-of-life planning. And while…
One structure looks after the company and the other looks after the deceased’s family. Many small businesses that run today are our own and although…
Many people are unaware that if you gift a property to your children, it alleviates any IHT on it. Individuals need to check their Wills…
Avoid Will Delay in Estate Planning A dear client sadly passed away leaving a wife and two step-children behind. He was American and the wife…
Having been in Hong Kong for over 25 years, there have been some significant changes and some of these are motivating people either to go home or to new pastures in the United Kingdom. There are many…
This is the first of a series of cautionary tales about not having the right documents in place should you die or become incapacitated prematurely.…
The second story I wanted to tell was about the dual power of a living (what I call Family) trust and a will combined. Peter* (not…
I shall be covering lots of topics on Tuesdays associated with your estate planning needs. Why you should consider a professional when it comes to…
FREAKY FRIDAY – The Art of Procrastination My lovely client Klaus* (not real name) was German, lived in Germany with a Korean wife Trudy* and had 3 children, one…
Having overseas assets without instruction as to their distribution when you die is a disaster awaiting your loved ones. If you have assets in more…
Unfortunately, although many people believe they have executed a legal will that reflects their wishes, that’s not always the case. Several common mistakes in making a…
This story is about a chain of events that resulted in mayhem for loved ones. Only the ex-spouse won. Craig* (not real name) had been married…
In the 21st century, we are having to report what we own and where we own it. How does this affect our loved ones? In…
In the UK, Inheritance tax (IHT) is the tax paid on an estate when the owner of that estate dies. If you are a UK…
All companies will have a variety of insurance, such as public and personal liability, company vehicle insurance, and commercial property insurance, as a minimum. However,…
FREAKY FRIDAY – The Evil Stepmother These events are standard, as many of us are from blended families. Mum and dad split up and re-married.…
We know that we need a will if we die, but what do we need if we become incapacitated? We all have the right to…
We have created an online presence with Facebook, Linkedin, Twitter, and Instagram. How do our loved ones close these down? This article is about what…
Famous People – with and without a will Nobody likes asking tough questions such as, “What will happen after we die?” and “Where do we…
We need to correct our estate planning when we try to DIY our estate planning. Estate planning disasters and how to avoid them. There are…
What’s the big deal, you ask? Wills are expensive, and countries have rules for handling these kinds of things anyway, right? While that’s true, there…
Writing a will is easy; this is valuable information to show why. That might explain why so many adults avoid this cornerstone of estate planning.…
The consequences of not having a will If you don’t write your own will, the government where your assets sit has one for you –…
Our loved ones and the financial impact of our demise should be the primary consideration for estate planning. This article is to explain the reasons…
FREAKY FRIDAY – 10 of the strangest wills written Leaving instructions for what should happen to your finances after your death is a serious matter.…
Scope of Inheritance Tax for non-Domicile UK asset holders Since 6th April 2017, an individual has been domiciled in the UK* if they have been…
Real estate structures in the United Kingdom If a foreign resident, non-resident, or foreign domiciliary wants to purchase UK real estate, what are the applicable tax…
Facebook, Instagram, Linkedin, and Twitter are social media channels we have joined over time. What happens when we die in these channels? In the pre-internet…
Inheritance tax raised a record £5.4bn in the last few financial years – the highest amount introduced since the current tax system. This article explains…
A cautionary tale on why your will is vital for your loved ones?… I want to share an experience concerning why a Will is essential…
What you don’t know about estate planning can hurt your loved ones. It would be best if you experienced someone dying to know about passing…
Before your body is cold, someone will ask how much you are worth. Over half the working population globally does not have a Will in…
Inheritance tax advice for British expats and non-UK residents If you were born in the UK and have parents from the UK, or you have…
British families have paid £5bn+ in inheritance tax (IHT) since 2016. IHT paid by British families topped £5bn in 2016 and has continued to rise…
Here’s what happens with your assets after you die: “In this world, nothing can be certain, except death and taxes,” Benjamin Franklin once said in…
Anticipate with the tax man for your move to the UK The UK has a fierce global tax system. The tax system collects salaried income,…
Consider these six reasons you should create a Family Trust – you don’t have to be wealthy. These are the reasons how to simplify your…
A Tale of a Trust Tale of a Trust. A loving couple named John and Amy lived. John met Amy 15 years later and fell…
Why is it essential, especially for overseas asset owners? Having an estate plan can help you control your affairs now to maximize your net worth.…
Estate Planning in 10 Steps In this article, Estate Planning in 10 Steps, you will be able to outline your wishes in the most tax-advantaged…
Fun Friday Facts – Famous People Who Disinherited Their Children. It isn’t always necessary for children to inherit wealth from their parents. Check out some…
Writing a will is easier than you think. Writing a will isn’t the most pleasant of tasks or a straightforward discussion with your loved ones.…
Include your pets in your legacy. Most people include instructions for distributing valuable assets in their wills but rarely consider their pets. Problems A neglectful…
2023’s Estate Planning Resolutions After having a fantastic Christmas, January is a time to make estate planning resolutions to get your things in order and…
The United Kingdom is a Great Place to Invest in Property The United Kingdom is a great place to invest in property and watch your…
Learn why it’s never too early to start estate planning from the tragic story of John’s young cousin. Don’t miss out on securing your family’s…
In my latest article, I debunk common myths about will writing for expats and explain why having a clear, legally binding will is crucial—no matter…
In this simple guide, I break down the essential reasons why writing a will is crucial. From who inherits your assets to who takes care…
Without a will, managing an estate can lead to financial chaos, legal disputes, and unnecessary stress for loved ones. Meet John and Sarah, a British…
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