Thought leadership
for the curious investor
Emerging insights, trends, perspectives,
and resources for greater context.
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LEGACY & PHILANTHROPY
The Power of Perpetual Giving
In recent years, my colleagues at Independent Wealth Partners and I have noticed that philanthropy is becoming more front-of-mind with clients.
Protect Your UK Pension: Navigating the New (40%) Inheritance Tax in Australia
A significant change is coming for UK pensions: starting April 2027, they will be included in the UK's Inheritance Tax (IHT) regime.
This article explains the current IHT rules and how this change will affect estate planning, particularly for UK pension holders in Australia.
It discusses the potential for increased tax liability and the option of transferring UK pensions to Australian superannuation to mitigate IHT, while also addressing the complexities and potential tax implications of such transfers.
