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Blogs & News

Stay informed to keep ahead

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


5 common mistakes UK expats make with domicile & tax

Misunderstandings persist around issues of domicile - IHT - Wills & tax

British expats still have some crucial misunderstandings about their domicile status and tax position that could leave them and their loved ones financially exposed and even land them in trouble with HM Revenue & Customs, warns Rachael Griffin at Old Mutual Wealth.

The research from Old Mutual International shows that a lack of knowledge can lead to unexpected consequences.

"Inheritance tax will be a concern for many UK expats and appropriate planning needs to be in place to mitigate any on-going liability.”

Fast approaching tax deadline for South African expats

D-Day is looming for South African tax payers

Taxpayers in South Africa have less than a month to come clean and regularise any undisclosed or unauthorised foreign assets or income before the country’s Special Voluntary Disclosure Programme (SVDP) ends on 31 August.

The amnesty is scheduled to end just as the global transparency initiative, the Common Reporting Standard (CRS), is introduced.

From September, South Africa will start receiving third party financial data from other tax authorities on a regular basis, meaning that time is running out for South Africans to come clean on any undeclared assets they have offshore.

How costly is an accident abroad ?

Accident costs abroad can be quite staggering

If you're weighing up whether it’s worth covering yourself with travel insurance next time you head overseas, some newly released figures from InsureandGo may make that decision easier for you.

Claims data has revealed its top three most expensive Australian claims over the past year for accidents abroad to cost hundreds of thousands of dollars.

Retirement before age 70 'unaffordable' for one in 12

1 in 12 pensioners delaying retirement due to lack of funds

More than half of those planning to retire this year will consider working past the state pension age, with many saying they can not afford to stop work, research from Prudential has suggested.

The group’s annual research found that ‘pretirement’, where people gradually scale back work or change jobs rather than stop working completely, is increasingly common among people of retirement age.

About one in 12 people said they were delaying retirement because they could not afford it, and thought they would not be able to stop working before the age of 70.

Gay man wins landmark pension case in UK court

Gay man wins equal pension rights in landmark UK court case

The UK Supreme Court has ruled that same-sex couples have the same rights to pension death benefits as heterosexual couples in a landmark case involving a final salary scheme.

On Wednesday, John Walker won his long-running legal battle to allow his husband to inherit the same percentage of his defined benefit (DB) pension that a female partner would be entitled to.

Under existing rules, occupational pension schemes pay out 50% of the value of a pension to a spouse for the rest of their lives after their husband or wife dies - without taking the marriage date into account.

However, an exemption in the 2010 Equality Act allows companies to limit pension benefits for surviving same sex spouses, to benefits accrued since 2005, when the Civil Partnership Act came in.

This means that companies do not have to pay out the full pension benefits to a civil partner in a same sex marriage on pensions built up before 2005.

Cancer sufferer battles bosses who accused her of not working during life-saving treatment.

Cancer sufferer Eimear Coghlan battled bosses who accused her of not working during life-saving treatment.

Eimear Coghlan has won a £50,000 legal battle against her former employers after they harassed her for taking time off to get life-saving treatment.

Eimear Coghlan, 34, was made to work in a 'hostile and offensive' environment by her boss Poonam Dhawan-Leach after the pair clashed over her missing work.

Learn How HMRC Are Finding Tax Cheats

HMRC are fully focused on catching tax dodgers

Recent high-profile wins against tax evaders prove that when it comes to cracking down on tax dodgers, HMRC is serious about stepping up not only its surveillance but also about finding innovative ways of catching out tax cheats.

Read more about the methods the UK tax office employs.

BWW Workers Accept Detrimental Pension Benefit Changes

BMW workers accept revised pension deal - will more such defined benefit schemes follow suite ?

Workers at BMW, who make the iconic Mini and Rolls-Royce motor cars, have accepted a revised offer over the closure of their final salary scheme.

The vote brings to an end a long-running dispute that brought Mini and Rolls Royce motor car production lines to a halt in a series of walkouts.

The revised offer sees the closure of the final salary pension scheme and workers moved into a defined contribution pension scheme

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