Resources & Guides

Explore the resources,latest news and insights from Paratus Wealth, including firm updates and downloadable guides. New content is added regularly, so check back for the latest.

Tax & Estate Planning

Estate and tax planning articles for internationally mobile individuals and families. Explore clear guidance on UK Inheritance Tax, cross-border estates, succession planning, allowances, reporting obligations, and practical considerations for expatriates managing assets across jurisdictions.

UK Inheritance Tax for Expatriates: How the Long-Term Residence Test Replaced Domicile

Domicile no longer decides UK inheritance tax. Since 6 April 2025 a long-term UK residence test applies, with a tail of 3 to 10 years after you leave. Here is where you stand.

Tax & Estate Planning

Paratus Wealth

Life After NHR: What the End of Portugal's Tax Regime Means for Algarve Expats

Your Portuguese NHR status is ending. Understand what changes in 2026, how IFICI compares, and how expats in the Algarve can plan ahead.

Tax & Estate Planning

Paratus Wealth

Your UK Pension and the 2027 Inheritance Tax Change: What Expats Need to Know Now

From 6 April 2027, most unused pension funds fall within UK inheritance tax. For British expats with UK pensions abroad, here is what changes, why the double-tax trap matters, and what to do now.

Tax & Estate Planning

Paratus Wealth

Estate planning documents, a British passport and U.S. asset references illustrating U.S. estate tax considerations for British nationals and other non-U.S. persons with U.S.-situs assets.

US Estate Tax for British Expats and Non-US Persons: The 60k Rule Explained

US estate tax can affect non-US owners of US assets and US persons abroad with non-citizen family. Learn the key filing, QDOT and planning issues.

Tax & Estate Planning

Paratus Wealth

IHT on Pensions 2027 planning for expatriates

IHT on Pensions 2027: What Expatriates Need to Know

From 6 April 2027, most unused pension funds and pension death benefits are expected to fall within UK Inheritance Tax. Here is what expatriates with UK pensions should review now.

Tax & Estate Planning

Paratus Wealth

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Resources, Insights & Guides

Resources & Guides

Tax & Estate Planning

UK Inheritance Tax for Expatriates: How the Long-Term Residence Test Replaced Domicile

Life After NHR: What the End of Portugal's Tax Regime Means for Algarve Expats

Your UK Pension and the 2027 Inheritance Tax Change: What Expats Need to Know Now

US Estate Tax for British Expats and Non-US Persons: The 60k Rule Explained

IHT on Pensions 2027: What Expatriates Need to Know

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