British expats should review their financial plans in light of new rules included in the October 2024 Budget. Inheritance taxes, Oversees Transfer Charges, QROPS, and residency status can be affected.
Retirement
DIY Investing Often Costs More Than Professional Advice
Real life examples from here in the Czech Republic show how working through properly qualified, regulated firms may assist you to obtain the best deals, that are often better than DIY investing costs.
UK Pension Benefits Changes, TTFAC, Part 2
Look in more detail about whether one should apply for a TTFAC – Transitional Tax-Free Amount Certificate.
UK Pension Benefits Changes, Post-April 2024 Part 1
Are you considering taking UK Pension Benefits after April 6, 2024? You may need to take action now to avoid higher tax liability in the future.
Ten Reasons to Take Out Life Insurance
There are many reasons to take out life insurance. many are overlooked. We look at a few ways that life insurance can protect families, businesses and inheritance.
Insurance Bonds in the Czech Republic
Does your insurance bond offer the necessary protections needed by expats living in the Czech Republic?
Czech Trusts and UK Inheritance Tax
Do UK citizens have no tax to pay on assets put into Czech Trusts? And, what happens when the original settlor dies?
Addressing The Pension Crisis
The Czech Government are introducing a new savings product from 2024. The expectation is that the proposed Long Term...
Fear of Retirement
Fear of the unknown can be addressed by making a plan. Fear of retirement is now one of life’s top stress-inducing events....
Talking About Money Can Be Hard
Does talking about money made you nervous? Talking about money is difficult. Why is that? Our perceptions about money are...
Fearful of Stock Market Slumps, U.S. Workers Opt for Cash in Retirement Savings
A growing number of working Americans are adopting a cautious approach to their retirement savings, choosing to keep...
Retirement Planning Includes These Important Ages
Retirement planning uses ages, years, dollar amounts and other key numbers. Retirement planning requires you to be aware of...