We need to talk.
Living abroad has many attractions, but it is not without its drawbacks.
Unfamiliar local bureaucracy and a foreign tax system can be very confusing, especially when the rules frequently change. To confuse matters, you may also still be liable to some UK taxes.
In today’s economic climate, wealth preservation has become extremely
difficult to achieve without the help of good advice. There are a number of
major threats to the preservation of your wealth.
Our raison d’être is to provide a service to our clients which enables them to enjoy a tax-efficient income and preserve the value of their wealth, not only during their lifetime but also through to the next generation.
24 October 2014
The Cost Of Living Longer
Provided we are of sound health and mind, most of us would relish the prospect of a nice long life. There are however financial implications at both personal and government levels, with the key issue being: can we afford it?
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UK Government To Abolish 55% Pensions Death Tax
Under current pension rules, if you have a defined contribution pension, when the balance is paid to your beneficiaries on death, a 55% tax charge is levied if you have started taking benefits or are aged 75 or over.
14 October 2014
The Long Arm Of UK Taxation – Changes Affecting Expatriates In Cyprus
UK nationals living in Cyprus and those planning to move there are generally pleased to leave UK taxation behind them. However you still need to understand how the UK tax regime may continue to affect you and your heirs, and follow any proposed tax reforms.
Is Portugal Tax Taxing For You?
Anyone living in Portugal, or moving there, needs to understand how all the various aspects of Portuguese tax law impacts them personally.
Spanish Succession Tax Ruled Discriminatory
The European Court of Justice has released a ruling stating that Spain failed to fulfil its obligations to have a fair and equitable inheritance and gift tax regime. Spain will have to change its succession tax laws, though we do not know yet how and when they will do this.
08 October 2014
Sometimes Plain Vanilla Is Best
You’ve invested in equities and bonds, should you now consider alternative assets? You may have seen funds advertised which sound more interesting and seem to offer better returns. It can be tempting, but for most investors, plain vanilla is best.
Will UK Tax Changes Affect You In Portugal?
It is important to review your wealth management arrangements from time to time, to ensure they continue to be effective. This includes your tax planning. British expatriates in Portugal need to follow changes to both local and UK taxation which affects them.
02 October 2014
EU Court Rules Against Spain Over Discriminatory Tax Rules
The European Court of Justice has ruled that Spanish succession tax legislation is discriminatory. An article by The Telegraph looks at the implications.
01 October 2014
UK Pension Reforms and Drawdown
The new pension regime coming into effect on 6th April 2015 provides much more flexibility for drawdown pensions. Many people will want to take advantage of this, but it is important to consider all the implications to establish what will be most beneficial for your personal situation.
The Keys To Successful Investment
In today’s world has become harder for investors to create and manage a portfolio which will achieve real returns, while matching their specific needs and risk profile.
23 September 2014
Could Portugal Be A Tax Haven For You?
Are you planning to move to Portugal, or thinking about it? A scheme for new residents can provide substantial tax benefits.
The Long Arm Of UK Taxation – Changes Affecting Expatriates
British expatriates are generally pleased to have left UK taxation behind them. However you still need to understand how the UK tax regime may continue to affect you and your heirs, and follow any proposed tax reforms. There are a few changes at the moment that may impact you.
12 September 2014
Update On The Spanish Tax Reform
The income tax rates and thresholds will change next year, under reforms aimed primarily at lower income individuals and families. There are some other changes which may affect you.