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Keeping you informed

The articles section on CSM Expat Financial Planning's website offers comprehensive coverage on topics pertinent to expatriates and their financial planning needs.

The blog features detailed insights on personal financial protection, including life assurance, critical illness, and medical insurance. Investment-related content addresses global economic issues, investment trends, ESG factors, and the state of financial markets. The primary aim of these articles is to keep expatriates informed, enabling them to make well-informed financial planning decisions.

Inheritance Tax Interest Rate Increases

09 January 2023

HMRC has announced that interest on overdue Inheritance Tax (IHT) payments has doubled to 6% from January 2023

Offshore investors to suffer new tax

16 October 2019

Personal portfolio bond investors to suffer a new penal tax if investing into UK property funds.

UBS Bank Loses Swiss Court Battle

30 July 2019

Switzerland’s Federal Supreme Court has ruled against UBS and approved the transfer of client data to French authorities.

IRS To Revoke 260k American Passports

09 November 2018

The US Internal Revenue Service has started action to revoke the citizenship or residence rights of at least 260,000 US individuals due to significant tax debts, according to law firm Dickinson Wright

New tax penalties for overseas investors dodging tax

08 October 2018

Britain’s so-called “requirement to correct” (RTC) legislation came into force on 30 September 2018.The new law requires taxpayers to declare any foreign assets that could affect their UK income tax, capital gains tax or inheritance tax.

Empty homes tax - a new budjet blow for landlords

23 November 2017

UK property investors now have to face an additional 'empty house' tax as announced in the November 2017 budget.

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