Tag Archives: inheritance tax planning
Financial Advice for UK expats, Offshore IFA, Expatriate Investing

Good News if You are UK Domiciled and Your Spouse is Not

The inheritance tax exemption for transfers between spouses/civil partners is a cornerstone of the UK inheritance tax code. There is no limit on the value that can be transferred within the scope of the exemption. This only applies if both parties are UK domiciled however. If, like me, you are UK domiciled but your spouse […]

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The 25 Documents You Will Need Before You Die

Organizing Your Death Folder

Have you ever thought about how you would like your affairs to be left in the event of your sudden death? I have been working with expatriates around the world for the past 11 years. Having done so, I have found that it is common for important documents to be scattered across different locations. Some […]

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