Daniel Ardern CFP®

Senior Wealth Partner, Dorset Wealth Management

Daniel is a Senior Wealth Partner at Dorset Wealth, with over 15 years’ experience in the wealth management industry. He works with professionals, business owners, and retirees to help them make confident financial decisions at every stage of life. With expertise in both the UK and Australia, Daniel also provides holistic cross-border wealth management services to UK expats living in Australia.

Articles by Daniel Ardern CFP®

Daniel Ardern CFP®

How inheritance tax can bite UK expats in Australia

More than 1.1 million UK expats live in Australia, but many are unaware that UK Inheritance Tax (IHT) may still apply to them. With a 40% top rate, understanding the rules is crucial to safeguarding your wealth for future generations.

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