Tag: IHT

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Succession Planning: How to have the “Talk” with your family about it

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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3 Pillars of Expat Retirement Planning

15th of September is Pension Awareness Day, so to increase that awareness, we turn the spotlight on a subject that we all require at some point in our lives. Soteria Trusts discusses expat retirement planning and, more specifically, looks at the 3 pillars that are considered fundamental to the implementation of an effective retirement strategy. Pensions…
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Rules around UK Domicile vs Non-Domicile

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
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Domicile in IHT Planning

Domicile and IHT Planning

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
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