Tag: Estate Planning

Your asset protection specialist

Tax considerations for Hong Kongers moving to the UK or buying UK property

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
Read more

UK Pension Mistakes to Avoid

British Expats: Avoid These Pension Mistakes

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
Read more

Pension and Inheritance Tax

Are all pensions inheritance tax free?

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
Read more

What is QNUPS?

What is QNUPS?

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
Read more

How to avoid Inheritance Tax on UK property

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
Read more

A short guide to Inheritance Tax

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
Read more

Planning ahead to reduce inheritance tax

How to stay ahead in Inheritance Tax Planning?

Please be advised that the information in this article regarding QNUPS and IHT is no longer accurate due to the recent changes announced in the UK Budget. Starting in April 2025, the regulations will have significant implications that may affect your understanding of these topics. We encourage you to stay informed and consult with a…
Read more

The Estate Planning process

Estate Planning is a long process consisting of many steps for it to be comprehensive and “bullet-proof”. What should such a process look like and when Estate Planning should be performed? Estate Planning mainly focuses on deciding how your estate, such as property, cars, investments, or personal items should be allocated after you die. However,…
Read more

When is the right time to start Estate Planning?

Have you taken the time to consider what will happen to your assets and belongings after you pass away, or if you become incapacitated? This question is crucial to ask and address, despite not being pleasant to think about. With so many things in life being unknown, financial advisers recommend starting estate planning as early…
Read more

Succession Planning: How to have the “Talk” with your family about it

The topic of Succession Planning often requires some careful consideration and balance. Most people have ideas about what they want for the next generations but don’t see why they should plan ahead. Procrastination and the influence of opinions from others are the two biggest reasons used as a reason not to address this sometimes difficult…
Read more