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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


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.”

OBR Reports Increase In Number Of Families Paying IHT

Inheritance Tax (IHT is largely a voluntary tax - proper planning can significantly reduce liabilities

According to the Office for Budget Responsibility (OBR) the number of UK families paying IHT on death has reached a 35 year high.  The main driver of this is the surge in UK house prices. 

Almost three times as many families as six years ago are expected to face the tax. 

The OBR estimates that just over 40,000 families will face IHT in the current tax year but that this will rise to over 45,000 in 2016/17. 

The new residence nil rate band (RNRB), when it is introduced (gradually) from 2017/18, will have an initial "reducing" effect but it is thought this reduction will be gradually countered by predicted increasing house prices.

Celebrity Will Mistakes & Lessons We Should Learn

Very costly mistakes can easily be avoided with a correctly drafted Will

Emma Myers runs her expert eye over three celebrity wills which didn't work out as originally planned...

Celebrities may seem to have it all, but they are only human and can be just as likely to make mistakes as everyone else, especially when it comes to estate planning.

However, making a mistake with estate planning can have serious repercussions for our nearest and dearest, as these examples highlight.

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.

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