Yearly archive for 2019

Following tax changes, is now the right time to consider selling your UK property?

UK Expats need to consider the tax implications of owning and renting UK property. The impact of recent UK tax changes is very serious for expats owning UK property that was previously their family home. So much so that selling the property may seem the only sensible [...]Read more

Exposing the myths on UK Inheritance Tax – Part 2 of 3

AAM Part 2: EXPOSING THE MYTHS ON UK INHERITANCE TAX

Prior to the 2010 election, David Cameron announced an ambition to raise the inheritance tax threshold to £1m per person. More than seven years later, strictly speaking the IHT threshold is still £325,000 per person and £650,000 for a married couple.Instead, on 6 April 2017, a significantly watered-down version of his promise was delivered in the form of the residence nil rate band (RNRB). This was made available for inherited residences (or financial wealth that represents properties once lived in), in addition to the existing IHT nil rate band (NRB) which was then and currently remains at £325,000.

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Increased tax liabilities of up to 26% for South African expats

Are you aware that from 1 March 2020, foreign earnings over ZAR1m are to be taxed at South African rates?  This applies to you, if you are classified as a ‘physically present’ or ‘ordinarily resident’ South African tax resident. As a South African expat living in Singapore, [...]Read more

AAM wins Excellence in Professional Development

AAM is delighted to have won the Excellence in Professional Development Award for the 2nd year in a row at the recent International Adviser awards. The awards are judged by an independent panel of industry professionals from a range of institutions and they recognise financial advisory firms [...]Read more

Exposing the myths on UK Inheritance Tax – Part 1 of 3

Exposing the myths on inheritance tax
In this three-part series we will be exposing the myths on UK Inheritance Tax Myth 1 - My partner will inherit everything free of UK inheritance tax (IHT) … won’t they? Many people assume that if they are married or in a civil partnership, UK IHT will [...]Read more

Complimentary UK Pension Audit worth £840 for your friend

REFER A FRIEND Refer friends you think would benefit from a complimentary UK Pension Audit Add another friend? No Yes By ticking this box, I confirm that * I have obtained the consent of the person(s) I am referring, to disclose their name and email address to [...]Read more

Brexit – No Budget but an election seminar

AAM UK Election Budget 2019

Another year on and the Brexit story drags on. Confident of leaving the EU on 31st October the Chancellor, Sajid Javid had indicated that he planned to present his first Budget on 6th November.

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Refer a friend

REFER A FRIEND Add another friend? No Yes By ticking this box, I confirm that * I have obtained the consent of the person(s) I am referring, to disclose their name and email address to AAM Advisory, and for AAM Advisory to contact them for the purposes [...]Read more

Have you ‘lost’ your life insurance cover through super funds?

From July 1st the 'Protecting Your Super' laws came into effect. These laws are designed to ensure that Super account balances are not being unnecessarily eroded by fees and insurance premiums, particularly for accounts that have a low balance or have been inactive for a certain period. [...]Read more

Wealth Solutions Seminar : Asia, Europe, Australia – Where to Retire and Will Brexit Spoil Your Retirement Plans?

AAM WS Seminar Where to Retire

Retirement isn’t just where, it is how and when too. So, you think your biggest challenge is to decide where you will retire, think again! Having decided where and when you want to retire and what you want to do, you not only need to make sure that you can afford to but also make sure that you will be allowed to live there. Retirement means moving from money coming in to money going out, and understanding what your retirement cashflow looks like is essential. In this seminar Ian Black, AAM Head of Financial Planning and Wealth Solutions, and Dominic Volek, Managing Partner of Henley & Partners, will discuss the factors you need to consider when deciding where and when to retire, and how Cash Flow modelling can help you ensure that you can enjoy your retirement with peace of mind.

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