Estate Planning
Best Practice | 26 Jul 17
Five steps to planning a tax-efficient return to the UK
International tax and wealth management firm Blevins Franks has identified five key planning issues for UK citizens wanting to avoid punitive tax implications when making their move from Europe back to Britain. Click on the slides below to see them.
Retirement | 5 Jun 17
Qrops Bureau launches estate planning service for advisers
Isle of Man-based The Qrops Bureau has launched a trust and estate planning service for financial advisers.
Best Practice | 24 May 17
Abu Dhabi creates will registry for expats
Abu Dhabi has created a new register of wills for non-Muslim expats living and working in the UAE, which may allow them to circumvent Sharia law when estate planning.
Best Practice | 16 May 17
40% of entrepreneurs prefer lifetime gifting in estate planning
Two fifths of business owners and entrepreneurs are pursuing a “giving while living” approach when it comes to estate planning, according to a new report by RBC Wealth Management, creating the “biggest opportunity” for financial advisers.
How French succession law works
While there are many benefits to living in France, estate planning is not one of them, explains Jason Porter, director of European IFA firm Blevins Franks. After taking a look at succession tax last week, this week he breaks down succession laws that are complex, and which many feel are unfair.