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Blogs & News

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Expat financial planning blogs & news

Our blog site is designed exclusively to inform on issues that relate to and impact expatriates around the globe.We cover a wealth of topics that include insurances - pensions - investments - estate planning and tax - all designed to keep you informed and up to date.

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CSM Ltd - Expat Financial Planning Blog Team


Brits Set To Lose GBP 550M in IHT Due To Poor Planning

HMRC set to capitalise on Brits who do not plan effectively


The predicted £550m wastage is £20m more than last year and an increase of £78m on 2013.

The TaxAction Report 2015, which was carried out in partnership with Prudential, also found that only one in four Britons think their estate will be subject to IHT when they die.

A common IHT planning mistake identified by the report was a failure to place life protection policies under trust, which could reduce a £100,000 life insurance pay out by as much as £40,000.

UK Supreme Court Ruling On Divorce May Open Pensions Floodgates

UK Supreme Court number 1

A controversial Supreme Court ruling could see thousands of ex-wives and husbands pursuing their former spouse for pension pots years after they divorce if no ‘financial order’ was established at the time, experts have warned.

On May 11 2015, the court allowed the latest appeal in the case of Wyatt v Vince. Ms Wyatt was given permission to challenge an earlier ruling in favour of her former husband, after he had appealed a decision to allow a financial claim issued 18 years after their divorce.

Another Family Attempting To Raise Money To Have Their Son Returned From A Nightmare Holiday Accident

Yet another holiday nightmare without travel insurance protection

Just four hours after Jason Hoffman arrived in Phuket, Thailand in mid-April, Jason Hoffman was involved in a serious scooter accident.

The Campbell River native, who now lives in Calgary, broke his leg and smashed his head in the crash.

He later learned one of the three Thai nationals on the other scooter died, with the other two being sent to hospital.

Many of the details of the accident are still unknown to Hoffman and his family, according to older brother Clinton Hoffman. Jason only remembers getting on a scooter, getting into a collision and waking up in hospital, Clinton tells Global News.

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