The original content of this article has been affected by the UK Autumn Budget 2024 Announcement. Please be advised that the information in this article regarding QNUPS and IHT has been reviewed in June 2026, following the recent HMRC May 11th Technical Note (IHT on Pensions), which outlines the tax treatment of QNUPS for non-UK…
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Estate Planning is a long process consisting of many steps for it to be comprehensive and “bullet-proof”. What should such a process look like and when Estate Planning should be performed? Estate Planning mainly focuses on deciding how your estate, such as property, cars, investments, or personal items should be allocated after you die. However,…
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Have you taken the time to consider what will happen to your assets and belongings after you pass away, or if you become incapacitated? This question is crucial to ask and address, despite not being pleasant to think about. With so many things in life being unknown, financial advisers recommend starting estate planning as early…
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The topic of Succession Planning often requires some careful consideration and balance. Most people have ideas about what they want for the next generations but don’t see why they should plan ahead. Procrastination and the influence of opinions from others are the two biggest reasons used as a reason not to address this sometimes difficult…
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