Member News

We also take a look at some fantastic locations if you're planning a truly special travel adventure, with our friends from Lightfoot Travel.  

To finish I'm proud to share that we have, once again, been included in FTAdviser's Top 100 Financial Advisers list. With that in mind if you need any advice or support with your own financial planning, please get in touch.

Jeremy Woodley

Director

10 common mistakes when estate planning

Good estate planning will ensure that the assets you’ve built over your lifetime pass easily and tax-efficiently to your beneficiaries. Yet there are a number of areas which frequently catch families out.

Steve Wright, our Estates Director, takes a look at 10 of the most common mistakes when estate planning. 

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Do I need to pay UK tax on my overseas assets? 

If you have overseas assets – such as a foreign holiday home or pension from a stint working abroad – you might be unaware that UK tax could still catch you out.

Peter Webb, our Head of Tax Advisory, explores some of the situations in which UK tax might apply on your overseas assets and income. 

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Tough conversations to have with your children

Talking about money with your children can be challenging, regardless of their age. What to discuss, when is the best time to do it, and will they even pay attention, are all valid concerns.

Huw Wedlock, our Director in Singapore, looks at how to approach talking to your children about money when they are younger, as they become adults, or even when the time has come to explain your inheritance wishes, or ask for help yourself.

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Can your investments be more tax-efficient?

The purpose of investing is to increase the value of your assets over time. Unnecessary tax can chip away at your gains and hinder your progress. 

Claire Spinks, our Head of Tax Technical and Development, looks at how you can structure your investments to ensure they are as tax-efficient as possible.

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Do we need to ditch the concept of retirement?   

Retirement has long been seen as a rite of passage; the goal after a busy and successful career. But with rising pension ages and longer lifespans is the traditional concept of retirement now outdated?

Ed Read Cutting, our Director in Belgium, looks at whether it’s sensible to consider a different approach to later life. 

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Planning a return to the UK?     

Each year we see many expats return to the UK without considering their tax planning. After years of living abroad, it can be easy to forget that the UK tax system is complex and can be overwhelming - especially against the backdrop of an overseas move.

In our upcoming webinar on Wednesday 25 October, Peter Webb, our Head of Tax Advisory, will explain the tax and financial considerations to be aware of. He’ll explore the importance of good planning which may help limit your UK tax exposure and protect your wealth.

Register Here

Unusual and unique global adventures

The world has countless unique travel adventures just waiting to be discovered, but where do these hidden gems lie?

Caroline Underhill, our Global Marketing Director, spoke to our friends at Lightfoot Travel to learn more about some less travelled destinations which offer a luxurious and exciting experience – ideal for holiday inspiration!

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Passing your wealth to the next generation 

More of us are now likely to be caught by Inheritance Tax (IHT) mainly due to house price rises and frozen tax allowances. In ten years’ time UK taxpayers will be paying a staggering £11 billion in IHT.

Our recent webinar explored the proactive tax and estate planning steps which you can take to safeguard your wealth for the next generation. 

Watch the webinar...