Posts In Estate Planning
The lowdown on UK inheritance tax

Death and taxes are both unpleasant topics to think about. While there is not much you can do to avoid death, there are steps you can take to minimise your tax liability, in particular if you own assets in the UK and could be impacted by inheritance tax (IHT).
British expats - are you aware of UK domicile rules?

Residency and domicile status are essential elements to take into account during the financial planning process, particularly with regard to inheritance tax - but they can be tricky to get your head around. Jamie Bubb-Sacklyn's latest blog aims to help you understand your domicile status if you're a British expat so you can plan your financial affairs accordingly.
Demystifying UK inheritance tax laws for British expats

If you are a British expat living in Asia, UK's inheritance tax laws (IHT) could have a big impact on you and your family. In his latest blog Jamie Bubb-Sacklyn gives you all the information you need to work out whether you need professional help to examine your potential IHT liability and find ways to mitigate any tax payable on your estate upon your death.
How life insurance can be a useful estate planning tool

Estate planning is a really important part of the wealth protection element of a comprehensive financial plan and life insurance can play a number of roles in this, particularly if you should pass away suddenly and/or prematurely. Jordan Donald takes a look at some of the ways life insurance can help.
Is the UK inheritance tax system due for an overhaul?

It can be difficult and time-consuming to understand the requirements of tax-efficient state planning. The UK’s inheritance tax system is confusing, overcomplicated and unnecessarily bureaucratic, causing a huge amount of stress to grieving families at a time when they are particularly vulnerable. Paul Dodd shares some helpful advice on how you can simplify the process.
New Year, new will

Typical New Year's resolutions including getting fit, starting a course or reading all those books that have been gathering dust. But how about resolving to do something that could quite literally change lives? Cindy-Marie Leicester from Wills Worldwide explains why writing a will should be on everyone's to-do list for 2018.
Planning your wedding? Don’t forget to talk about death!

Behind a flippant Halloween picture lies a serious estate planning message for newly married couples.
UK inheritance tax – are those ‘in the know’ paying less?

Expat will writer Cindy-Marie Leicester investigates.
The Parable of the Secret Millionaire

Paul Dodd explains how every year billions of dollars goes astray and examines how simple record keeping can ensure your assets go to your loved ones.