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05 February 2016

Assurance-Vie For Wealth Planning In France

One invaluable wealth planning structure in France is Assurance-Vie.  Used correctly, it can provide you with benefits of wealth today, plus peace of mind for your family’s future.  Be careful though, as not all Assurance-Vie are the same.

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05 February 2016

Planning For A Tax-Efficient Move From Portugal

If you are returning to the UK, it is important to plan your move carefully in advance, and review all the tax and wealth management considerations before you leave Spain. Do not risk undoing the tax advantages you secured by previous tax planning.

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05 February 2016

Spanish Taxation In 2016 (Balearic Islands Region)

It is important to review your tax planning from time to time, to check that it is up to date and that you are using all the opportunities available in Spain to reduce tax liabilities for yourself and your heirs. Here is a summary of Spanish tax in 2016, for people living in the Balearics region.

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22 January 2016

Financial Planning Review For Spain

This is an excellent time to carry out a ‘wealth-review’ to make sure your money is working as well as it can for you. Are you are up to date with the latest developments in Spain and internationally that affect you? Do you have a strategic tax and wealth management plan in place?

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22 January 2016

Spanish Taxation In 2016

It is important to review your tax planning from time to time, to check that it is up to date and that you are using all the opportunities available in Spain to reduce tax liabilities for yourself and your heirs. Here is a summary of Spanish tax in 2016.

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21 January 2016

Spanish Taxation In 2016 (Comunidad Valenciana and Murcia regions)

It is important to review your tax planning from time to time, to check that it is up to date and that you are using all the opportunities available in Spain to reduce tax liabilities for yourself and your heirs. Here is a summary of Spanish tax in 2016, for people living in the Costa Blanca.

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20 January 2016

Spanish Taxation In 2016 (Andalucia region)

It is important to review your tax planning from time to time, to check that it is up to date and that you are using all the opportunities available in Spain to reduce tax liabilities for yourself and your heirs. Here is a summary of Spanish tax in 2016, for people living in the Andalucia region.

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20 January 2016

Right Place, Wrong Taxes

As a UK national living in Portugal, are you sure you are paying taxes in the right country? Getting it wrong could be costly in future.

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18 January 2016

Estate Planning In Spain – Will You Have Control And Certainty?

Estate planning is a major concern for expatriates. You have worked hard to build up your wealth and want to pass it on to your children and grandchildren, but want to ensure the money is used wisely. How can you have control over what happens after you are gone?

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13 January 2016

Capital Gains Tax In Portugal – How Does It Affect You?

If you are moving to or living in Portugal, what capital gains tax will your investments and property be subject to?

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13 January 2016

Tax Residence In France

If you own, or are buying, a property in France and spend time there each year, you need to understand the rules about residency in France and the UK, so that you comply with the correct tax regime and use effective tax planning.

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06 January 2016

New Year Financial Planning Review For Spain

The New Year is an excellent time to carry out a ‘wealth-review’ to make sure your money is working as well as it can for you. Are you are up to date with the latest developments in Spain and internationally that affect you? Do you have a strategic tax and wealth management plan in place?

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06 January 2016

New Year Financial Planning Review For Portugal

The New Year is an excellent time to carry out a ‘wealth-review’ to make sure your money is working as well as it can for you. Are you are up to date with the latest developments in Portugal and internationally that affect you? Do you have a strategic tax and wealth management plan in place?

read more ...

06 January 2016

New Year Financial Planning Review For France

The New Year is an excellent time to carry out a ‘wealth-review’ to make sure your money is working as well as it can for you. Are you are up to date with the latest developments in France and internationally that affect you? Do you have a strategic tax and wealth management plan in place?

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29 December 2015

Spain’s Exit Tax - Capital Gains Tax For Change Of Residency

Spain introduced a new “exit tax” at the beginning of 2015 which could affect wealthy investors when they come to leave Spain.

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24 December 2015

Changes To UK Bank Deposit Compensation Scheme

The EU compensation scheme means that any savings you have in a bank in the EU up to €100,000 are protected. The UK’s equivalent has been £85,000, but note that from January this deposit guarantee falls to £75,000 per institution.

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16 December 2015

Taxing Times Ahead In Portugal?

These are uncertain times in Portugal, following a couple of months of political turmoil. Will the new Socialist government increase capital taxes?

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16 December 2015

UK Inheritance Tax Reform

In the 2015 UK summer budget Chancellor George Osborne introduced his “family home allowance”, increasing the inheritance tax threshold to a potential £1m. The new allowance can apply to property outside the UK if you meet certain conditions.

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07 December 2015

Does Modelo 720 Infringe EU Law?

The Spanish Modelo 720 has been reviewed by the European Commission due to the fact that it may infringe the EU’s basic principles. The Commission has informed the Spanish government of the opening of an infringement procedure against Spain for Form 720.

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