The Gift That Bit Back: When Keeping a Benefit Blows Up Inheritance-Tax Plans
Dear Reader, Many families rely on the idea that once a gift has been made and the donor survives seven […]
Posted in 2025, IFS Newsletter
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Practical guidance for international clients after the April 2025 UK tax reforms (webinar summary)
Dear Reader Practical guidance for international clients after the April 2025 UK tax reforms (webinar summary) I recently presented at […]
Posted in 2025, IFS Newsletter
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Tax Planning Amidst Upcoming Changes
Dear Reader Everyone is waiting with bated breath for the 30th of October when the current government will deliver the […]
Navigating the Tax Implications of Gifting Ahead of Upcoming Changes
Dear Reader As 30th of October approaches, anticipation builds around the forthcoming budget statement, which is expected to bring clarity […]
Posted in 2024, IFS Newsletter
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Wealth & Relocation Expo, Cyprus, 3 November 2024
Dear Reader A major session at the Wealth & Relocation Expo, held on 3 November 2024 in Cyprus, brought together […]