Offshore tax crackdown. Could it affect you as an expat?

In recent years, Governments and financial institutions have become much more aware of the large amounts of undisclosed wealth held in offshore bank accounts. Concerned that they are missing out on large amounts of unpaid tax they are seeking to remedy this. In response to a request from the G20, the OECD has developed the […]

14 February 2016 by Jessica

Uncategorized

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Public sector pensions – a new window to transfer

Are you part of a UK public sector, defined benefit scheme? Did you miss the deadline to transfer out? All may not be lost! Transfers from unfunded public sector pensions – including civil service pensions, teachers pensions, the armed forces, and the police and fire services were banned from being transferred into QROPS and other […]

20 August 2015 by Jessica

Pensions

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The new IHT rules and how they can affect ex-pats

As expatriates we often benefit from considerable tax advantages. Unfortunately, however, if you are UK domiciled there is no getting away from UK inheritance tax, no matter where in the world you reside. It is important to note that the rules governing how much you can pass on tax-free at death are changing. Understanding the […]

12 August 2015 by Jessica

News

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British expats and maintaining UK national insurance contributions

It is important that British expats understand the rules in relation to their eligibility to the state pension. The purpose of paying Voluntary National Insurance contributions is to secure entitlement to various UK National Insurance benefits like the basic State Pension. It has agreements with Reciprocal Agreement Countries and European Economic Area (EEA) regarding special […]

15 June 2015 by Jessica

News

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Do your homework on your children’s education costs

We all want our children to have the best in life and education is an integral part of this. We all know that schooling and university is costly, and as an expat, educating your children abroad can be even more expensive. Planning effectively and in the early years can not only ease the burden of […]

24 April 2015 by Jessica

Personal Finance

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Statistics that show why we all need to save more

Working in financial services requires you to keep up to speed with the ever changing financial landscape and the many changes that come into play regarding legislation. And so in my quest to remain informed, and whilst studying for yet another exam, I came across an array of shocking statistics that reminded me of why […]

17 February 2015 by Jessica

News

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A little note about Standard Life’s offshore savings plan in the UAE

Do you have an offshore savings plan with Standard Life in the UAE? If so you need to read this! This week we experienced a rumble in the financial services industry as we saw Standard Life pull out of the UAE Market. The reason we are led to believe is based around an issue with […]

13 November 2014 by Jessica

News

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