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In the 2015 UK summer budget Chancellor George Osborne introduced his ‘family home allowance’, increasing the inheritance tax threshold to a potential £1m. Inheritance tax is considered one of the...

Deductible Education Expenses in 2015

|| Part 2 of a 2 part series – Education tax relief

Here are a few tips on how to make the most of tax relief associated with education expenses:

I do my education shopping in...

Remember – there is now UK capital gains tax on property

With all the noise around the UK pension reforms this year it is easy to forget that there was another big change affecting everyone here who owns property in the UK, and those in Britain planning...

Pensions for a new era

Compliance is a top priority for many in a world fraught with fiscal and monetary uncertainties and automatic information sharing. Those who wish to reach a safe retirement, or to retain a...

There are thousands of investment funds available to invest in. Besides the traditional ones that invest in equities, bonds and real assets, you may have seen funds advertised that sound more...

When does an investor migrate from accumulating wealth to preserving wealth?

Too opaque a question most people would claim! However, when planning retirement such a question becomes the most adequate question of all.
Over the preceding number of years, never have I...

Tax treaties have a direct impact on expatriates

The UK has an extremely sophisticated and large network of double tax treaties. How much do you know about what a double tax treaty is there for? And do you understand how they affect you as a...

How moving to Portugal can save your tax

For UK nationals looking to live abroad, there are many good reasons to choose Portugal and one of them is its beneficial tax regime. In 2009, Portugal introduced the Non-Habitual Resident (NHR)...

|| Part 1 of a 2 part series – Education expenses
Those with school-age children are accustomed to take particular care in the back-to-school season to record educational expenses for...

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