Tax and financial planning for UK residents and expatriates

Refreshingly individual financial planning since 1898

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Knowing who to turn to…

Landmark UK court case regarding estate planning A landmark case in the UK this week has turned the spotlight back onto estate planning, and more specifically how important it is to structure a Will so that it ensures your wishes are followed through. Making national headlines was...

July 2015 Budget – Take Two

The main headline grabbers from George Osborne’s Budget announced 8th July 2015 are: Taxation of Dividends – The government will abolish the Dividend Tax Credit from April 2016 and introduce a new Dividend Tax Allowance of £5,000 per year. Income from Rental Property – The Wear and...

Harmonising European Succession Law

New EU Succession Regulations come into force on 17 August 2015 with the intention of harmonising the differing, and sometimes conflicting, laws of the EU countries in relation to the succession of assets. The regulations have been established to make things less complicated, but it remains to...