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Tax information for South Africa

The following article provides an overview of the taxation of a life assurance or capital redemption bond held by a South African resident. Topic:Africa
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Insurance Policies, Spanish income tax

The aim of this article is to provide a brief overview of how income tax applies to the different insurance policies under Spanish tax law. Topic:Europe
Man opening safe

European inheritance gift and wealth tax

Inheritance, gift and wealth taxes and which jurisdictions in Europe they apply to. Please be aware there may be regional differences within the jurisdiction on how the tax is levied, if at all, and the exemptions that are available. Topic:Europe
Trainers

You can run, but you can’t hide

UK HM Revenue and Customs (HMRC) have made it very clear that it is not acceptable for those with overseas assets to not pay UK taxes where they are liable to do so. This article explains the measures the UK Government has put in place and the effect these measures have on UK taxpayers. Topic:North America
Bear

There's no escaping FATCA

By introducing FATCA, the US hopes to gather a sizeable amount of tax owed by US persons. Gordon Andrews tells us more. Topic:North America
Campervan couple

Vive la trusts

This article provides a summary of the rules on the taxation of trusts in France. The changes were enacted into law in July 2011 with the aim of preventing tax avoidance through the use of trusts. Topic:Europe
Man on mac

Tax information for Sweden

The following article provides an overview of the taxation of a life assurance policy in Sweden which are owned by a Swedish resident. Topic:Europe
Junk boat

Tax information for Japan

This article provides an overview of taxation for Japanese residents and explains how their Old Mutual International bond will be taxed. Topic:Asia
Cyprus: EU succession law

Cyprus: EU succession law

Where an individual owns assets in more than one country at the time of their death, complex rules can apply to their estate. Topic:Europe
Road sign

US estate tax

This article considers the estate/inheritance tax consequences of individuals transferring their US/UK shares to an Old Mutual International life assurance or redemption policy. Topic:North America

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