As a U.S. citizen, you are required to pay estate taxes on your worldwide assets, regardless of where you reside. This means that both your U.S.-based and foreign assets fall under U.S. estate tax rules. The positive news, however, is that the estate tax exemption...
From April 6, 2027, UK law will include unused pension savings within the value of someone’s estate for Inheritance Tax (IHT) purposes. That means pensions – once seen as a tax‑efficient legacy tool – could now trigger an effective 67% tax hit for beneficiaries,...
For residents of France, an assurance vie is a key financial product worth considering. But what exactly is an assurance vie, and what benefits does it offer to those living in France? Â This post explains what an Assurance Vie is, its key benefits, tax advantages, and...
If you’re a UK-domiciled expat, navigating estate planning can feel like trying to solve a Rubik’s Cube blindfolded. Living abroad doesn’t necessarily exempt you from the UK’s inheritance tax (IHT), which stands at a substantial 40%. Without...
The death of a business owner can have profound emotional and operational impacts on the business, its stakeholders, and the owner’s family. This article explores the various considerations and strategies that need to be addressed to ensure the continuity, sale,...
When it comes to estate planning, one of the most pressing concerns for individuals with assets or residency outside the UK is whether their English will is recognized and enforceable overseas. The complexities of international law mean that the validity of an English...
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