Events 2027
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Tax and Residency for Wealthy Families, Country by Country

Inheritance, gift and wealth taxes, holding-company rules and residency regimes, explained country by country, with the date each rule was checked.

New Zealand Election 2026: Labour's 28% Capital Gains Tax

Tax & Rules · New Zealand · 3 November 2026 · 2 min read

Labour proposes a 28% tax on gains from investment and commercial property after 1 July 2027. How it works, who is exempt, and what it means for families.

UK Savings Income Tax 2027: New 24%, 44% and 49% Rates

Tax & Rules · United Kingdom · 29 October 2026 · 2 min read

UK tax on savings interest rises to 24%, 44% and 49% from 6 April 2027 under Budget 2026. The allowances that stay and what changes for family wealth.

UK Property Income Tax 2027: Landlords Face 24% to 49%

Tax & Rules · United Kingdom · 29 October 2026 · 2 min read

Individual UK landlords face income tax on rent at 24%, 44% or 49% from 6 April 2027, up from 20% to 45%. How the new property rates work, including abroad.

UK Budget 2026: Inheritance Tax Holds, Savings Tax Rises

Tax & Rules · United Kingdom · 29 October 2026 · 2 min read

UK Budget 2026 kept inheritance tax rates and thresholds but tightened a trust debt rule; savings and rent face up to 49% from April 2027.

Monaco Leaves the FATF Grey List: What Changes for Families

Tax & Rules · Monaco · 28 October 2026 · 5 min read

Monaco left the FATF grey list on 30 October 2026, after more than two years. What changes for families, and why the separate EU list still applies.

China's Offshore Trust Tax Deadline Has Passed: What Next

Tax & Rules · China · 24 October 2026 · 2 min read

China's 90-day window to pay offshore trust tax without late charges closed on 22 October 2026. What is known, what is not, and where families struggle.

Portugal Golden Visa 2026: €500,000 Routes, No Property

Tax & Rules · Portugal · 20 October 2026 · 7 min read

Portugal's Golden Visa is open in 2026 from €500,000 in funds or a company, not property. Family, fees, renewals, citizenship and tax, as of October.

Greece Golden Visa in 2026: €800,000, €400,000 or €250,000

Tax & Rules · Greece · 20 October 2026 · 7 min read

Greece's golden visa needs one property worth €800,000 or €400,000 by area, or €250,000 in special cases. Family, fees, citizenship and tax explained.

Scott Kirby Backs Near-100% Inheritance Tax: US Estate Tax

Tax & Rules · United States · 20 October 2026 · 5 min read

United CEO Scott Kirby says US inheritance taxes should near 100% at some level. How the federal estate tax works today: $15 million per person, 40%.

Inheritance Tax in Singapore: None Since 2008. What Applies

Tax & Rules · Singapore · 19 October 2026 · 7 min read

Singapore has no estate duty for deaths on or after 15 February 2008. What still applies to heirs: stamp duty, intestacy, Faraid, CPF and probate.

Inheritance Tax in Switzerland: How the 26 Cantons Differ

Tax & Rules · Switzerland · 19 October 2026 · 6 min read

Switzerland has no federal inheritance tax: 24 of 26 cantons levy one, mostly sparing spouses and children. Rates, gifts, the 2025 vote and heirship rules.

Ireland Cuts CGT to 31% as Italy and Portugal Hold Course

Tax & Rules · Ireland, Italy, Portugal · 15 October 2026 · 3 min read

Ireland's 2027 budget lifts gift and inheritance tax thresholds and cuts CGT to 31%. Italy and Portugal, so far, keep breaks for newcomers and returnees.

Zamparini Estate Freeze and Italy's Forced Heirship Rules

Tax & Rules · Italy · 15 October 2026 · 5 min read

An Italian court has frozen assets in Maurizio Zamparini's estate dispute. Why Italy adds lifetime gifts and trusts back when it protects forced heirs.

Lee Jae-yong to Receive a ₩2.6 Trillion Samsung Share Gift

Tax & Rules · South Korea · 14 October 2026 · 5 min read

Hong Ra-hee agreed to give her son Lee Jae-yong 11.16 million Samsung Electronics shares, worth about ₩2.6 trillion. How Korea values them for gift tax.

Swiss Beneficial-Ownership Register 2026: Who Must Report

Tax & Rules · Switzerland · 14 October 2026 · 4 min read

Since 1 October 2026 most Swiss companies must report who ultimately controls them to a non-public federal register. Who files, the 25% test and trusts.

Malaysia Plans a Multi-Family Office Model for Forest City

Tax & Rules · Malaysia, Singapore · 14 October 2026 · 2 min read

Malaysia's Budget 2027 plans a multi-family office model for Forest City, where single family offices can pay 0% on qualifying income for up to 20 years.

Luxembourg's Draft Budget: 12-Month Wait for Tax-Free Gains

Tax & Rules · Luxembourg · 14 October 2026 · 2 min read

Luxembourg's draft 2027 budget would double the wait for tax-free share gains to twelve months, carried interest included. What else changes for families.

China's 20% Offshore Trust Tax and the 22 October Deadline

Tax & Rules · China, Hong Kong, Singapore · 12 October 2026 · 5 min read

China's 24 July 2026 rules tax offshore trusts at 20% through the resident who funded them. What is taxed, and why 22 October 2026 matters for families.

German Inheritance Tax for Business Heirs Goes to Top Court

Tax & Rules · Germany · 12 October 2026 · 5 min read

Germany's top court hears two inheritance tax cases on 12 and 13 October. How business relief works, and the needs test that waived €3.7 billion in 2025.

France's 2027 Bill Would Tax Apport-Cession Gains on Gifts

Tax & Rules · France · 12 October 2026 · 5 min read

France's 2027 budget bill would make deferred apport-cession tax due when holding shares are gifted or inherited, from 1 October 2026. What founders face.

Hungary's Draft Wealth Tax: Trusts and Foundations Included

Tax & Rules · Hungary · 12 October 2026 · 5 min read

Hungary's draft wealth tax: 1% a year on net wealth above HUF 1 billion, 1.5% above HUF 100 billion. How trusts, foundations and emigrants are caught.

France's Proposed 2% Yearly Tax on Family Holding Portfolios

Tax & Rules · France · 12 October 2026 · 5 min read

French deputies backed a 2% yearly tax on family holdings' portfolio securities in committee on 8 October 2026. What it would cover, and why it is not law.

California Votes on Prop 40, a One-Time 5% Billionaire Tax

Tax & Rules · United States · 12 October 2026 · 3 min read

On 3 November California voted on Prop 40, a one-time 5% tax on billionaires' net worth. The rules, the polls, the rival measures and who funds the fight.

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