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David Bowern
Partner |
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Tuesday, 13 October 2015 |
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We are about
to enter a new era for international tax planning and cross border wealth
management.
January 2016
sees the start of a new global automatic exchange of information regime that affects
everyone who has financial assets outside their country of residence. Financial privacy is dead and buried, to the
point where your local tax authority will passively receive information about
your investment assets without having to ask for it.
Everyone should
be aware of what information will be shared about their income and assets, and
consider what tax and estate planning arrangements are best suited for them and
their family.
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Tuesday, 13 October 2015 |
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Once you reach
retirement age you need to carefully consider all your options for your pension
funds, and how they affect your income, tax bills and the transfer of the balance
to your heirs. British retirees have a
wide range of possibilities to choose from today, and expatriates have the
further option of Qualifying Recognised Overseas Pension Schemes (QROPS) to
consider.
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Tuesday, 22 September 2015 |
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Are you planning to move to Chiclana de la Frontera? What a good choice. It is a lovely part of Spain, with so many
different factors contributing to a very enjoyable and beneficial
lifestyle. Spain also offers many
advantages from a financial point of view.
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Monday, 17 August 2015 |
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A new EU regulation on succession comes into force on 17th
August 2015. British expatriates living in Spain need to understand how it
affects them. They may need to take
action to ensure their assets are distributed to their heirs according to their
wishes.
European Succession Regulation EU650/2012, known as “Brussels
IV”, was devised to provide certainty as to which law will apply in governing a
succession. It allows individuals to opt
for the succession law of their country of nationality to apply instead of that
of their country of residence.
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Monday, 17 August 2015 |
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Bank clients across Europe have their savings protected in
the event of bank failure. There is a
limit to this deposit guarantee, and the UK’s limit will be reduced from
£85,000 to £75,000 from 1st January 2016.
During the banking crisis, the EU issued a directive to
ensure that all European
countries have a guarantee scheme to refund bank depositors up to €100,000
should the financial institution be unable to pay claims against
it, for example if they have stopped
trading or been declared in default. This was designed to give savers peace
of mind and prevent a run on a troubled bank.
Spain has the Fondo de Garantía de Depósitos, while the UK has
the Financial Services Compensation Scheme (FSCS).
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Tuesday, 30 June 2015 |
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Succession planning is one of those tasks
that is easy to keep putting off, but do not risk leaving it too late. If you do your estate may not be distributed
as you wish, and your heirs could end up paying much more tax than they need
have.
You need to plan to ensure that the people you want to
benefit, benefit, and to reduce the amount the government takes from your loved
ones in tax.
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Finance