The leading international tax and wealth management advisers to UK nationals living in Europe

News

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.

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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.

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01 October 2014

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.

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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.

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23 September 2014

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.

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16 September 2014

At Last… Napoleonic Succession Law Now Avoidable For Foreigners Living in France

One of the most worrying issues facing retired UK nationals living in France is succession law which imposes strict restrictions on how residents can divide up their estate. From next August a new EU Directive will allow expatriates to distribute their estate in accordance with the law of their nationality. This only applies to succession law, and not to succession tax.

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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.

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04 September 2014

Pension Lump Sums – A New Second Option

HMRC has published its draft Taxation of Pensions Bill, covering the new pension freedom to apply from 6th April 2015.  It includes the opportunity to take lump sums from uncrystallised funds.

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