October Budget 2024 Changes to Inheritance Taxation: Shift from Domicile to Residence Based Assessment 4th November 2024 The recent budget changes, while challenging, have also opened up planning opportunities. For individuals residing outside the UK, there are strategic avenues to reduce exposure to UK inheritance tax (IHT) of 40% on worldwide assets. Likewise, UK residents […]
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October Budget 2024: The Impact for Expats 31st October 2024 The October 2024 UK budget brought in several key changes and planning opportunities that have direct implications for British expats, particularly those with financial ties to the UK or plans to return. Here are the main points: Inheritance Tax (IHT) Reforms and Domicile Changes Shift
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Key Tax Considerations for 2024 and Beyond 25th September 2024 As we look toward the Labour government’s approach to taxation, it has been communicated that changes could be on the horizon for those with significant assets. Their focus on addressing wealth inequalities could mean higher taxes for clients with large property portfolios, pensions, or investment
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Filter out the near-term ‘noise’ and concentrate on long-term objectives. 8th August 2024 For those (like your writer) who have just returned from a week away from the screens, I’ve quickly replaced my sun hat for a tin hat, with market volatility whipsawing from non-existent to levels similar to those last experienced during the pandemic!
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Labour win the UK general election and Sir Keir Starmer is appointed prime minister 8th July 2024 James McManus, chief investment officer at Nutmeg, told CNBC that the vast majority of the time, “markets don’t really care” about elections. “Historical data shows us that elections and their results rarely move markets when the expected outcome
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How to Protect Yourself From Nuisance Phone Calls and Messages. 20th June 2024 According to some recent training the team at Partners Like Us received, the first recorded phishing attack was in the 17th Century. This was the Spanish Prisoner Scam, which bears a striking resemblance to the more well-known Nigerian Prince scam, where potential
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Are the two big questions, when will the UK see summer sun and when will the Federal Reserve cut US interest rates? 31st May 2024 Where is this year going, as we now enter June and for readers in the UK the pressing question remains, will the weather finally turn and some summer sun soon
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Time for a spring clean, the first quarter of 2024 is done and dusted. 1st April 2024 That’s it then, in a blink of an eye the first quarter is done and dusted! It has been a fairly eventful first quarter of 2024, with US bond yields rising after the first much anticipated interest rate
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What the UK Budget Means to Expats 7th March 2024 The pre-budget discussions mainly focused on potential tax cuts, especially National Insurance reductions, and the possibility of tax increases for non-domiciles and holiday let investors. The Chancellor presented a more positive fiscal outlook than expected, with lower inflation, robust growth, and a forecasted decrease in
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Even in this leap year February flew by and here are some fast facts for the month 1st March 2024 For some January felt like it lasted a lifetime, but February (even with the extra day this year!) flew by and markets responded positively. European and US equities, in particular, performed well and UK large
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