Our seminars discuss holistic financial planning in Portugal, with a focus on: (1) Brexit update – what we know now and what you need to do. (2) Non-Habitual Residence changes – lump sum pension transfers and tax allowances. (3) Estate planning – planning for life’s advances and your family’s future. (4) The right time to invest – what have we learned from the past. (5) Choosing investments – property vs liquid assets, and the rollover relief. (6) Financial health check – how regular holistic reviews protect your wealth.

03 March 2020 - 01 April 2020

The UK Government has finally made its decision, now it’s your turn. Do you want to guarantee your rights as a Spanish resident, but are unsure if your affairs are in order? Do you need to become resident in order to spend long periods in Spain? How can you lock in your rights for pensions and lifelong healthcare? Our seminar will focus on: (1) Brexit – what we know today and what you need to do now. (2) Residency – the implications of Brexit. (3) Pensions and the potential 25% overseas transfer charge (with a focus on pension assets in excess of €250,000).

13 March 2020 - 26 March 2020

Now that the UK has left the European Union, our seminar will focus on the issues British nationals in Spain need to consider during the transition period. (1) Do you want to guarantee your rights as a Spanish resident, but are unsure if your affairs are in order? (2) Can your UK-based or Spanish-based adviser provide you with regulated advice post Brexit? (3) Pensions, including the possibility of the 25% ‘overseas transfer charge’ being applied to EU residents on pension transfers to QROPS post-2020. (4) Market update and investing in today’s world, with a guest speaker from Russell Investments.

26 March 2020 - 26 March 2020

A joint talk with the British Consul, which will cover the main protections of the Withdrawal Agreements and actions that UK nationals in Spain need to take.

07 April 2020 - 07 April 2020

The “dithering” is over. Our seminars will focus on the issues British nationals with French connections need to consider after the transition period.

17 March 2020 - 11 June 2020

2020 should be the year when we can finally put Brexit uncertainty behind us. The transition period gives you the opportunity to review your wealth management and adjust it where necessary – you can then forget about Brexit and get on with enjoying life in France! Our seminar will discuss: (1) Brexit – what we know today and what you need to do now. (2) Pensions, including the possibility of the 25% ‘overseas transfer charge’ being extended to EU residents post-2020. (3) French succession law and tax. (4) Investment planning in today’s world, with a guest speaker from Russell Investments.

24 March 2020 - 07 April 2020

Are you still confused about French inheritance rules? Succession law in France is complex and means that you cannot necessarily leave everything to your spouse or your chosen heirs. And French inheritance taxes, while perfectly reasonable in many cases, can rise to 60% in others. We will spend time clarifying the rules before moving on to discuss potential action you can take to ensure that your wishes are met. We then look forward to discussing real situations in a “workshop” atmosphere. Places are limited.

24 March 2020 - 24 March 2020