Get Personal With Tax Savings

End of year tax planning needs to get personal. Better still tax planning needs to be personal all the way through.

You don’t need all the income and you don’t need all the capital. Normally we find that clients want to enjoy the benefits of the capital and the benefits of the income, but money sitting in the bank is not always a source of that pleasure.

Tax Saving Expat ExpertsProACT Sam Orgill23 March 2023tax, income tax, capital gains taxComment

How Matalan founder John Hargreaves tried & failed to avoid £135m of tax

The founder of Matalan John Hargreaves faces a tax bill of up to £135 million after failing to argue against HMRC that he was non-resident.

There is no hope

Tax Saving Expat Experts, Wills & Estate AdminProACT Sam Orgill4 March 2022ProACT Partnershipinheritance tax, capital gains taxComment

[Webinar] Avoiding Inheritance & Capital Gains Tax Gifting to Family

UK tax, Wednesday Webinar, Tax Saving Expat ExpertsProACT Sam Orgill27 February 2022ProACT Partnershipinheritance tax, capital gains taxComment

[Webinar] How To Avoid Inheritance Tax On Properties, Business Sales, Investments & Crypto

UK tax, Wednesday Webinar, Tax Saving Expat ExpertsProACT Sam Orgill20 February 2022ProACT Partnershipinheritance tax, capital gains taxComment

Cyprus is a Top Location for Expats 🇨🇾

Cyprus excels as a tax residence for expats living and working abroad.

And not just because it is an island in the Mediterranean.

Death is the hardest thing to face 🪦

Your inevitable death is be a hardest thing to face in life.

But in a lifetime of financial planning, and in over 20 years of providing expat services, I know that it is one of the most important subjects to face head on.

Inheritance passes through the bloodline unless you make a will

Inheritance rights pass through the bloodline automatically.

That means if there is no will, it passes to the bloodline.

[Webinar] Capital Gains Tax Becomes Inheritance Tax If You Don’t Plan Ahead

Capital gains tax (CGT) is due when you sell an asset such as a property, shares or cryptocurrency. However, if you die then CGT becomes inheritance tax which means that your family will pay up to 40% tax.

By taking the right steps and planning ahead you can reduce this liability all the way to 0%.

How Domicile Affects Tax Residency

UK tax, ResidencyProACT Sam Orgill26 January 2022ProACT Partnershipcapital gains taxComment

[Webinar] UK Property Sales & Capital Gains Tax Returns

If you’re selling a UK property - or any asset such as crypto for that matter - while living & working abroad then you may be liable to capital gains tax in the UK.

Watch this weeks webinar on UK property sales, how to minimise capital gains tax & submit your CGT tax return.

[Webinar] UK Property Rental Taxes Income Tax

Expats can invest in UK Property for Rental but the tax landscape is complex.

In this week's webinar we examined UK Property Rental income gains and inheritance taxes.

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