The 39 questions below, may provide you with an indication as to whether you would be considered as being UK domicile. Contact us today to obtain a full, legal opinion on your UK domicile status.
What was the birthplace of your father and his nationality when you were born?
Where...
Articles
Application Form for Relief at Source on UK Pensions for Income Tax (income to be paid gross)
01
Jun
If your residence is in a country that maintains a dual tax agreement with the UK (check for current Dual Taxation Agreements in place with the UK here: UK DTAs 2023), which provides exemption from UK Income Tax, you can you can use the 'Form DT Individual' to apply for...
Tax Effcient Investments for Australian Expats in the UK
26
May
Opportunities for Australian Expats in the UK
In light of recent modifications to superannuation contribution caps, withholding tax regulations, and the nullification of the Capital Gains Tax (CGT) 50% concession on Australian property for Foreign Investors, it's hardly surprising that Australian expatriates are exploring diverse alternatives to accumulate and safeguard their...
Life Insurance: Your Last Love Letter to Your Family
22
May
Funny thing...is Life
Life is unpredictable. In its mysterious nature, it offers joy and sorrow, prosperity and adversity. Yet, one aspect remains certain, inevitable and impartial: death. It is a rather discomforting subject, but one that needs addressing. To prepare for such a reality is not morbid but rather a profound...
Offshore Bonds – A Guide for UK Residents & Expats
28
Apr
Offshore bonds can provide a wealth of advantages for UK residents and expats alike. These investment vehicles, specifically designed to be tax-efficient, can offer numerous benefits in terms of reducing tax liabilities on gains, mitigating Inheritance Tax (IHT) exposure, and assisting with succession planning. In this examination, we will delve...
Transferring your Shell International Fund / SOCPF? Read On – 2023 Update
22
Apr
Introduction
Considering transferring out of your Shell International Pension Fund or Shell International (Bermuda) SOCPF? Read on for an update based upon 2023 tax and pension situation. The Shell International Pension Fund and Shell Overseas Contributory Pension Fund (SOCPF) are pension schemes offered by the multinational oil and gas company Shell...
Ipensions International SIPP Review – Information You Need to Know
27
Mar
IPensions International SIPP Review
If you've been recommended an Ipensions SIPP, contact us today for a fee-free initial meeting to understand what we can offer you. As Chartered Financial Planners we focus on reducing costs and maximising investment performance using the best performing funds available.
Introduction
Ipensions International SIPP Review. First of all,...
Financial Planning For British Expats – Navigating Opportunities
26
Mar
AES has advisers that have obtained the coveted Chartered Financial Planner and or Chartered Investment Adviser status. There are very few Chartered Financial Planners providing advice to expatriates outside of the UK. When working with a Chartered Financial Planner you’ll be getting advice from the highest Qualified, most experienced Financial...
Is Property a Good Investment for a British Expat? Read Pros & Cons
25
Mar
Property investment has long been considered a reliable way to generate income and build wealth. For British expats, investing in property can be particularly appealing due to potential tax advantages and the prospect of owning a tangible asset in their home country. However, property investment comes with its own set...
Losing UK Domicile: Defined, How It’s Lost & Who Decides?
25
Mar
Domicile is a term used to describe an individual’s permanent home, or the country in which they have their most substantial connections. Domicile is an important consideration for tax purposes, as an individual’s domicile can affect their liability for various taxes, including income tax, inheritance tax, and capital gains tax....