Australian Tax on Investments for Expats
Australia typically taxes individuals on their worldwide investment income and/or capital gains as part of the income tax system. If, for example, you hold an ETF investment and sell it for profit having owned it for a few years, as an Australia resident you will pay tax on that gain at your marginal Australian Income […]
Supplementary Retirement Scheme (SRS) For Expats – 2026
Updated for 2026 This is a updated bog posts for 2024, the original blog post can be found here The Singapore Supplementary Retirement Scheme is a voluntary scheme to encourage individuals to save for retirement, with contributions being eligible for tax relief. It is often something that expats stumble into without fully understanding how it […]
CPF for British (and other) Expats
If you have Permanent Resident status in Singapore, you will be paying into the Singapore CPF scheme whether you wish to or not. Additionally, contributions will be made for you by your employer (assuming you are employed). Though there is much to discuss in relation to contribution amounts and what you ought to do with […]
The Foreign Income And Gains Regime (UK)
From 6 April 2025, the UK introduced and optional system that provides a 100% exemption from UK tax on qualifying foreign income and gains for eligible individuals in their first four years of UK tax residence. The types of income that are ‘qualifying’ are many, and include: profits of a trade carried on wholly outside […]
Owning UK Property in a company or trust
One of the most common questions that we are asked when discussing UK property investment is whether it should be done with the use of a company or trust. Here we will take a brief look at the possible benefits and drawbacks of using such a structure instead of simply buying a UK property in […]
How Does the UK Spring Budget Affect Expats?
How does the UK Spring budget affect expats? The UK Chancellor last week made several interesting anoucements, two of which are particularly relevant to those of us Brits who live overseas. In this article I will cover the areas of the UK budget that are likely to impact expats the most.. 1. Non-dom remittance basis […]
Utilising US Gift Exclusion
US Capital Gains Tax For US Persons/Taxpayers: Almost everything you own and use for personal or investment purposes is a capital asset. Examples of capital assets include a home, personal-use items like household furnishings, and stocks or bonds held as investments. When you sell a capital asset, the difference between the adjusted basis in the […]
Australian Expats, Property and CGT
Australian Expats, Property and CGT Navigating the complexities of financial obligations and opportunities across borders is a nuanced task, especially for Australian expats. The landscape of taxes, particularly Capital Gains Tax (CGT), has undergone significant changes over the years, affecting Australians living abroad in profound ways. This blog post delves into the intricacies of CGT […]
Singapore Insurance
Revocable Nominations, Trusts and Inheritance Tax In the absence of a nomination, or being informed of the existence of a will, Singapore Life Insurance companies may pay $150,000 of life insurance proceeds to any ‘proper claimant’ (any spouse, child, brother, sister, nephew or niece) and the remainder to whoever the eventual estate executor or administrator […]
CPF Payout and UK Tax
We have an updated blog post on CPF for 2024 here If you are employed in Singapore as a permanent resident (PR) or are a Singapore citizen, you will begin accumulating various CPF balances. CPF stands for central provident fund and is a key pillar of Singapore’s social security system, which helps both Singapore citizens […]