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Retiring in the Balearics? Make sure your money lasts as long as you do

Taking the right steps now can help you stretch your retirement income to afford the lifestyle you want in Mallorca or Menorca for as long as you need.

Investment planning for your life in France

Being overweight in one or two asset classes increases risk. To protect your savings you need a good mix of investment assets, designed around your objectives, circumstances and risk profile.

Are your funds suitable for you?

When choosing investments remember, if it sounds too good to be true it probably is. Investments can be riskier than they first appear. Caution is advised when choosing new, unusual funds.

Look beyond property to unlock investment potential

While investing in real estate has its advantages, it can have significant drawbacks when it comes to the key investment principles of liquidity, risk and returns, diversification and tax efficiency.

Is 2017 the year of higher taxes for property owners in Portugal?

If you own property or are thinking about buying a home in Portugal, you could be affected by new tax rules, including a ‘wealth tax’ on high-value properties and a new way of defining ‘tax havens’.

Wealth creation and management – Five key elements for success

For expatriates there are 5 key principles for achieving an optimum investment portfolio to ensure peace of mind that your investments will meet the unique needs of you and your family.

How are your savings protected?

For peace of mind you should establish what investor protection you have with each of your banks, in the event of institutional failure, and how it works.

Wealth creation and management - Five key elements for success in France

In our view, there are five key aspects that you need to address to ensure you obtain the optimum investment portfolio to suit you and your particular situation.

Brexit and beyond (France)

We hope Brexit doesn’t prevent anyone from fulfilling their dream of living in France. There are steps you can take to protect your finances from the uncertainty surrounding the UK’s exit from the EU.

Is your tax and wealth management in shape for Cyprus in 2017?

The New Year is a good time to review your financial planning for Cyprus. Is it up to date? There are various elements you should consider, from investments, to pensions, to tax and estate planning.

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