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

News

06 December 2016

What You Need to Know About Pensions Today

With Brexit uncertainty and a range of options available, pensions can be a source of concern and confusion. For expatriates, however, there are opportunities on offer.

read more ...

06 December 2016

Opportunity knocks for pensions… but maybe not for long (France)

A current crisis in UK pensions could prove rewarding to expatriates with ‘final salary’ schemes, but the window of opportunity may be limited.

read more ...

29 November 2016

Lower Pension Allowance Won’t Just Affect Super Rich

Recent changes could put those with pension savings in the firing line for up to 55% taxation. However, expatriates can take advantage of opportunities to safeguard their pension funds.

read more ...

28 November 2016

What Will Happen To Your Legacy? Estate Planning For Expatriates In Mallorca

How will your wealth be passed down to your children, grandchildren and other chosen heirs? How will they handle your legacy? Will it help give them long-term financial security? How much will they actually receive, and how much will go to the taxman?

read more ...

28 November 2016

The UK Autumn Statement 2016

Chancellor Philip Hammond delivered his Autumn Statement budget on 23rd November. The main change for expatriates appears to be that the taxing period for those who have left the UK and have a QROPS will be extended from five to ten years.

read more ...

22 November 2016

Are You Ready For Exchange Of Information With Spain?

The new global automatic exchange of information regime went live in January 2016, and the first information exchange will take place next year.  It is more important than ever to make sure your are correctly declaring your income and paying tax in the right country.

read more ...

15 November 2016

Are You Ready For Exchange Of Information With Malta?

A new international initiative means it is more important than ever to make sure your are correctly declaring your income and paying tax in the right country.

read more ...

11 November 2016

Changes To UK’s Domicile Rules

Proposed new domicile rules may affect Britons leaving the UK or returning after living abroad and could potentially undo previous inheritance tax planning for expatriates.

read more ...

09 November 2016

Lower Pension Allowance Doesn’t Have to Mean Higher Taxes for Expatriates in France

A reduced lifetime pension allowance could put your UK retirement savings in the firing line for 55% tax, but expatriates in France can find opportunities to safeguard their pension funds.

read more ...

04 November 2016

Are You Ready For Exchange Of Information With France?

From January 2016, financial institutions in over 50 countries around the world began collecting information on their clients and their accounts. This data will be passed onto the clients’ country of residence in 2017. Cross-border taxation can get complex for expatriates, and it is important to make sure you are correctly declaring your income and paying tax in the right country.

read more ...

04 November 2016

When Is Your Tax Freedom Day?

Tax freedom day is the day each year when you finally stop working to pay tax to the government, and start earning money for yourself. If you are lucky enough to be retired you are still faced with tax on your savings, investments and pensions. Tax planning is an important part of protecting your wealth in retirement.

read more ...

31 October 2016

Tax Planning For France In Today’s World

You need to be extra careful with your tax planning these days.  Make sure it is up to date with all the various tax changes and is fully compliant.  You also want to check that you are not paying more tax than necessary.

read more ...

31 October 2016

Portugal’s 2017 Budget. Will You Be Affected?

Portugal’s proposed budget for 2017 includes the introduction of a new ‘wealth tax’, to apply to Portuguese properties worth over €600,000.  The income tax surtax will be phased out over 2017.

read more ...

25 October 2016

Proposed Tax Reforms for Comunidad Valenciana Region

The Valencian government has recently announced new rules related to personal income tax and succession and gift tax that are expected to apply in this Spanish region from January 2017.

read more ...

25 October 2016

UK Receives New Information On Offshore Accounts

In a year’s time, tax authorities around Europe will have started receiving information on its taxpayers’ offshore assets and income, under the new global automatic exchange of information regime. The UK is already being handed details of hundreds of thousands of offshore accounts held in its Crown Dependencies and Overseas Territories.

read more ...

19 October 2016

Are You Sure You Have Escaped UK Tax? - The UK Residence Test

All British expatriates need to understand how the UK Statutory Residence test applies to them. You may be living in another country, but if you are a recent arrival, or if you continue to spend time in the UK each year and retain property there, you need to be sure you know which country you are tax resident in.

read more ...

19 October 2016

Tax Planning For Spain In Today’s World

You need to be extra careful with your tax planning these days.  Make sure it is up to date with all the various tax changes and is fully compliant.  You also want to check that you are not paying more tax than necessary.

read more ...

10 October 2016

Some Relief from Succession Tax in Southern Spain

If you’re a Spanish resident living in Andalucía or you have assets in the region, your heirs could benefit from recent changes to local succession law.

read more ...

10 October 2016

What’s Changed For Pensions Since Brexit?

Now that Brexit is imminent, should you have concerns about your pension security? We look at the key implications for the State Pension, defined contribution schemes and defined benefit or ‘final salary’ schemes.

read more ...

07 October 2016

France Budget For 2017

The French government has released its draft budget for 2017. Our article summarises the proposed tax changes.

read more ...

19 September 2016

Make Sure Your Money Lasts As Long As You Do

As life expectancy increases, so does the length of time needed to stretch your income in retirement. Taking the right steps now can help you afford the lifestyle you want for as long as you need.

read more ...

23 September 2016

Brexit And Expatriates In Portugal. What We Know And Don’t Know

It could be some time before we get clarity on how the UK will leave the EU and how their future relationship will evolve, but in the meantime we can take a look at how Brexit could affect your tax and estate planning in Portugal, as well as your investments and pensions.

read more ...

23 September 2016

Succession Planning For British Expatriates In Portugal

It is important for British expatriates to review their estate planning after a move to Portugal. Key factors to consider are wills, Portugal and UK succession laws, Brussels IV, domicile and inheritance taxes.

read more ...

08 September 2016

Living in Spain - Tax Issues British Expatriates Need To Know

It is not difficult to appreciate why so many people fall in love with Spain and consider making it their home. There are, however, some tax and financial essentials you need to plan for if you are to get the best out of living in Spain.

read more ...

14 October 2016

Living In France – Tax Issues British Expatriates Need To Know

It is not difficult to appreciate why so many people fall in love with France and consider making it their home. There are, however, some tax and financial essentials you need to plan for if you are to get the best out of living in France.

read more ...

Seminars

FRANCE  book now

SPAIN  book now