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By Rob Kay, Senior Partner, Blevins Franks It is not difficult to appreciate why so many people fall in love with France and consider making it their home. There are, however, some tax and financial essentials you need to be aware of and plan for if you are to get the best out of living […] By Rob Kay, Senior Partner, Blevins Franks The 2019/20 UK tax year ticked over on 6 April 2019, resetting thresholds and allowances for the next 12 months. We explore changes that may affect expatriates and what you can do to make the most of existing rules. Personal tax The amount of UK income you can […] By Rob Kay, Senior Partner, Blevins Franks Transfer values for UK final salary pensions may be high, but would you really benefit from giving up a lifetime retirement income for a one-off payment? If you were offered £235,000 now or an inflation-proofed £10,000 a year for the rest of your life, what would you choose? […] By Alice Williams Lasting Powers of Attorney (LPAs) – what are they? An LPA is a legal document where you appoint someone to look after your affairs. The chosen person(s) can then make decisions such as dealing with your bills and bank accounts or deciding on your medical care. There are two types: 1.Property […] By Rob Kay, Senior Partner, Blevins Franks There is no single investment solution that suits everyone; what will work for you depends on your own objectives, time-frame and risk appetite. The same applies to any financial planning – whether you are looking at investments, tax planning, pensions or estate planning, your approach should be […] By Rob Kay, Senior Partner, Blevins Franks Pensions are often the key to long-term financial security, so it is crucial to take extreme care when deciding what to do here. Expatriates have the added complication of factoring in the tax rules of two countries, as well as the potential for Brexit to limit the […] By Rob Kay, Senior Partner, Blevins Franks A new year in France usually sees the introduction of some new tax rules or rates. This year is no exception, although the changes are rather muted compared to last year’s big reforms to the taxation of investment income and wealth tax. The biggest changes in 2019 are […] By Rob Kay, Senior Partner, Blevins Franks The new year is a good time to reflect on the previous 12 months and look ahead to what the coming year may bring. Make sure one new year’s resolution is to review your financial planning to check it is up-to-date and on track to protect your family’s […] by Rob Kay, Blevins Franks The era of financial privacy is now well and truly over. Switzerland, once the bastion of banking secrecy, has begun automatically exchanging information on financial accounts owned by non-residents. This was a landmark moment in the history of international banking and cross-border tax planning. Although we have known this was […]
By St James’ Wealth Management 26 October 2018 Inheritance Tax rules could be carved up in the upcoming Budget. While more forecasts will be provided by the Office for Budget Responsibility on Monday, the government appears to have made some progress towards its goal of bringing down the deficit, through spending restraint […] |
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