As we hunker down for the holiday season in some parts of the world, always be mindful that the Notified Body reviewers may not share the same holidays. Plan ahead for your absence! (Photo from Fairbanks, AK)
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With the upcoming public holidays for the Easter long weekend, remember some restrictions to trading hours may apply. Learn more about public holiday restrictions: https://ow.ly/K5tj50R3RH1
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📰 In case you missed it!📰 The September Refrigerant Matters Newsletter is out, check it out here:
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Happy Halloween! Trick or treat - A rare treat introduced in the Autumn Budget for Non-Doms. Although the 10 year tax tail is more trick than treat - at least we now have certainty over the nebulous concept of domicile. I have a number of clients who will sleep soundly after 6th April knowing they have definitively escaped the clutches of the UK IHT net. In general terms, the new measures being introduced in April will mean that if you die 10 years non-UK resident, then your estate will not suffer IHT on assets situate outside of the UK. Individuals in Jersey with businesses in the UK or have not completed the full 10 years should really revisit their Wills and estate planning. For example, partial Business Property IHT relief of £1M will be retained. However, this is non-transferable. If you don’t use it you will lose it. So, if you leave your business assets to a spouse then you will potentially waste the £1M IHT relief. We plan your succession and work hand in hand with your tax advisers both in Jersey and the UK to help ensure - for you at least - the UK budget is more treat than trick.
Changes take effect 6 April 2025….
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Are you a summer vacationer or frequent globetrotter? If so, you may have some decisions to make when it comes to your Medicare options. Discover how travel can impact your coverage and what you need to know to help prepare and get informed: https://buff.ly/34fdQpX
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Are you a summer vacationer or frequent globetrotter? If so, you may have some decisions to make when it comes to your Medicare options. Discover how travel can impact your coverage and what you need to know to help prepare and get informed: https://buff.ly/34fdQpX
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April blooms with vibrant spring weather, marking the beginning of warmer days. Let's embrace the season's renewal and dive into your Government Contracting journey together. https://bit.ly/3TnpF6D
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With rising inflation affecting almost every aspect of our lives, one of the ways you can get ahead of it is by pre-planning. When you pre-plan today, you lock in the price of the funeral at today's cost, saving your loved ones from rising future costs. Give us a call today to learn more!
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Personalized consultations are at the heart of what we do at Surplus Agents for Americans. Let's sit down and discuss your options today.
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"Unless the lessons are learned and fundamental change is implemented, the human and financial cost and sacrifice of the pandemic will have been in vain.” 📺 Watch Inquiry Chair, Baroness Hallett, make a statement in which she introduces the first of the Inquiry’s reports: Module 1 - Resilience and Preparedness 👇
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The long-awaited correction has arrived. So, as expected, April has brought us showers with the occasional thunderstorm. ☔ Read more below.
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