Expat Tax Services

Everyone wants to leave behind a generous legacy for their loved ones when they pass, but inheritance tax can strip much of that legacy away from them. You might think there’s little you can do about this, but you’d be wrong. Learn more about how Mike Coady can help with inheritance tax planning below, or book your initial Discovery Meeting today.

BOOK A DISCOVERY MEETING

A man doing Wealth Management

What can Inheritance Tax Planning do for me?

If you’ve worked hard for many years, you want to be able to not only enjoy a long and fulfilling retirement, but have the opportunity to pass on your remaining wealth to your loved ones when you go.

Inheritance tax can stand in the way of this however; in most cases, a large percentage of your wealth will end up in the hands of the government – not your children and grandchildren. As an award-winning financial adviser with 25 years of experience, both in the UK and the UAE, Mike Coady can help by planning your inheritance in a tax-efficient way. With this service, your family will be able to benefit as much as possible from your hard work – just as you imagined.

Why is Inheritance Tax Planning Important?

If you’re a British expat living in the UAE and have an estate worth £325,000 or more, inheritance tax will be applied to it when you die. Up to 40% of the value of your estate can be lost as tax.

By planning ahead and reorganising your estate strategically, you will be able to remain fully compliant while ensuring that your loved ones receive as much inheritance from you as possible. Mike Coady’s immense experience and specialist expat knowledge will stand you and your family in good stead, giving you peace of mind and allowing you to make the most of your retirement without worry.

Mike has written a range of FREE guides to advise on a variety of topics

Book a 30 Min Discovery Meeting

Other Expat Tax Advice Services

Reduce Tax Income

Would you like to build your savings in advance of your retirement? A great way to do this is by reducing your taxable income, and Mike Coady can help you do this effectively.

international tax wrappers

International Tax Wrappers

Do you have international investments? Mike could help you place a tax wrapper around them, reducing the tax you’re required to pay on them.

A man moving to Dubai

Repatriation

Considering returning home to the UK? Mike can offer tailored guidance to help you plan your relocation in the most tax-efficient way, allowing you to enjoy life to the fullest.nd your requirements, including offering guidance should you relocate or repatriate.

READ MORE

Who are Mike’s Tax Planning Services suitable for?

Whether you’ve recently emigrated to the UAE or are considering returning to Britain, Mike Coady’s tax optimisation services can help you build and protect your wealth for today and tomorrow. From entrepreneurs to families, Mike can help you no matter what stage you’re at in your expat journey. Book a Discovery Meeting today to get started.

Why Choose Mike Coady?

  • Industry leader in the financial sector and expat expert
  • Award-winning money coach
  • Qualified to UK Financial Conduct Authority (FCA) standards
  • Member of the Chartered Insurance Institute
  • 25-year track record of success in the financial services sector
  • Over 100 5-star client reviews

What Our Clients Have To Say About Us

My experience with Mike is excellent. When you invest, first thing you look for is trust. Second thing is good advice. I can say it took very little to build that trust with Mike, and his advice is always full of common sense, looking for diversification and a level of risk that adjusts to my profile. Worth to mention is his constant search for new ideas and different approaches in order to...
AG
ADIDAS
Mike engages extensively with me to understand my investment objectives and my investment risk appetite to structure my investment portfolio. My experience of dealing with Mike has been excellent with on-going engagement from Mike for investment updates and indeed to understand if there are any changes in life that need to be considered from an investment and assurance perspective. Mike’s support team are also excellent to deal with and handle all the...
RAY
GE CAPITAL AVIATION SERVICES
I find Mike extremely easy to talk to, someone, who delivers on his promises and makes sure that effective communication is at the heart of our relationship. As a result of his advice, my portfolio is on track. I have already shared Mike’s details with several of my friends who have all equally found his advice & guidance invaluable. Mike is supported by a great team who always make sure that I...
CRAIG
RAK BANK

Find Out More About Tax Optimisation

Mar 7, 2024 BY Mike Coady 6 MIN READ

43 Top Money-Saving Tips for Western Expats in the Middle East – A Comprehensive Guide

Navigating the cost of living as a Western expat in the Middle East can be a unique challenge,...

READ MORE
Overseas asset transfer, South Africa, SARS
Mar 7, 2024 BY Mike Coady 3 MIN READ

South Africa’s New Overseas Asset Transfer Regulations

South Africa’s Updated Regulations on Overseas Asset Transfers In a world where financial borders are becoming increasingly closer,...

READ MORE
Mar 5, 2024 BY Mike Coady 12 MIN READ

South African Expat Tax Update 2024

South African expatriates should not only understand the newly implemented 2023/2024 tax laws, which aim at taxing their...

READ MORE

Schedule a call with Mike, your financial expert, today.

    FAQ's

    Who pays inheritance tax?

    If you have an estate valued at over £325,000, you’ll be required to pay inheritance tax. Even if you’re now a citizen of the UAE, if your domicile is still the UK, British tax laws will apply.

    How does your inheritance tax planning service work?

    It all begins with a Discovery Meeting. These informal 30-minute sessions offer an introduction to the service and to Mike, giving you an opportunity to learn more and set out your goals. From that point onwards, Mike will work with you to ensure your estate is arranged in the most tax efficient way, maximising your loved ones’ inheritance.

    How can I reduce my inheritance tax bill?

    There are a multitude of ways to do this, some of which may be right for you – and some of which might not be. Mike will guide you through all of the options, helping you choose the approach that’s best for you.

    As featured in: