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25 May 2016

Are You Paying Too Much Wealth Tax In Spain?

Spanish wealth tax returns need to be submitted by the end of June 2016, for assets held at 31st December 2015. If you are unhappy with your wealth tax liability now is the time to seek advice to see how you can reduce your tax bill next year.

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25 May 2016

Tax On Savings And Investments In France

Are you protecting your savings and investments from unnecessary taxation in France? Many UK nationals have accumulated portfolios using savings options such as ISAs. Once you become tax resident in France the tax incentives fall away and income and gains become taxable under French law.

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25 May 2016

Is Your Financial Planning Up To Date For Cyprus?

It is important to review your financial planning when you move to a new country. Besides looking at your investments, you need to understand how the Cyprus tax and succession regime affects you and which arrangements are most suitable for Cyprus.

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23 May 2016

Capital Gains Tax On Property in France

If you are looking to buy a property in France, or already own one, you need to know what sort of tax to expect if and when you come to sell it. On the sale, you will be liable to French capital gains tax whether you are resident there or not. 

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23 May 2016

Living in Portugal? Pay The Right Taxes In The Right Country

If you have recently moved or are moving to Portugal, tax planning should be a key part of your arrangements. Without a strategy in place you could easily end up paying more tax than necessary, and even in the wrong country.

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18 May 2016

Tax Efficiency When Leaving Spain And Returning To UK

Many British expatriates reach a time when they decide to return 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.

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17 May 2016

Are You Paying Too Much Wealth Tax In Spain? (Andalucía)

Spanish wealth tax returns need to be submitted by the end of June 2016, for assets held at 31st December 2015. If you are unhappy with your wealth tax liability now is the time to seek advice to see how you can reduce your tax bill next year.

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09 May 2016

Spanish Succession Tax In Islas Baleares In 2016

If you live in the Balearic Islands, then the chances are that your heirs, or perhaps yourself, will be hit by Spanish succession and gift tax. You need to understand how it will affect you and your family. The local Islas Baleares government made some changes to this tax from January 2016.

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09 May 2016

How Does Spanish Succession Tax Affect You? (Comunidad Valenciana and Murcia)

If you live in Spain, the chances are that your heirs, or perhaps even yourself, will be hit by Spanish succession and gift tax. Many British nationals also remain in the UK inheritance tax net – being non-UK resident alone is not enough to escape this tax.

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06 May 2016

Government Windfall A Timely Reminder To Check Your Estate

Even after living abroad for many years, expatriates may still be liable for UK inheritance tax. HMRC's record £4.6bn inheritance tax collection is a good reminder to check your legacy will go to the right place.

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06 May 2016

Is Your UK Property Worth Its Weight In Tax?

For British expatriates, it may seem like financial sense to keep hold of your house in the UK. However, recent changes have generally increased the tax burden for owners of residential properties in the UK. 

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04 May 2016

French Residence And Taxes

If you own property and/or spend time in France each year, you need to understand the rules about residency in France and the UK and comply with the correct tax regime. Getting it wrong could be costly.

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28 April 2016

Sort Out Your Finances So You Can Relax And Enjoy Life In France

Thinking of retiring to France? Make sure you will have plenty of time – and money – to make the most of it all over your retirement years by reviewing your arrangements now.

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28 April 2016

What Tax Do You Have To Pay On Property In Portugal?

There are many benefits to owning a property in Portugal but peace of mind about your finances is essential so you can enjoy them. You should seek advice on your tax liabilities, both in Portugal and your home country as these can vary depending on where you are tax resident.

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26 April 2016

The Only Way Is Not Necessarily Up For Interest Rates

The global trend for low interest rates is showing no signs of fizzling out. In March the Bank of England (BoE) kept the interest rate at 0.5%, marking seven years of record low rates. Should we be bracing ourselves for another year of low rates? If so, what does this mean for savers?

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19 April 2016

Looking After Your Pension Starts With Avoiding The Scammers

Today, more than ever, there is a range of choice when it comes to what you can do with your pension. An unwelcome side-effect of this freedom is an increasing number of scams targeting people with pension savings.

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19 April 2016

Do You Pay More Tax Than Necessary? Will Your Heirs?

Tax planning is a fundamental part of protecting and maximising your wealth. Yet so many people do not review their tax planning often enough, or do not have all the knowledge they need to set up effective tax mitigation.

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14 April 2016

Capital Gains Tax On Shares In France

Whether you are thinking of moving to France or already live there, you should seek advice to make the most tax-efficient arrangements for your investments.

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14 April 2016

Fighting Tax Evasion In Spain

Alongside other European authorities, the Spanish government has been stepping up its crackdown on tax evasion over recent years. It has implemented new measures to find those who are not declaring all their income and assets as required under Spanish tax law.

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29 March 2016

Protecting Your Wealth In France And Long-Term Investing

Estate planning is an important consideration for many of us, but so is protecting our savings for our own retirement years. And the more we protect our wealth, the more we will have left for our family.

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29 March 2016

What Will Happen To Your Legacy? Estate Planning For Spain

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?

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22 March 2016

Where Should I Invest?

The temptation to try to predict which assets or shares will perform best is fraught with risk, especially if you put too much of your capital into ‘one basket’.

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22 March 2016

Capital Gains Tax On Property in France

If you are buying a property in France, or already own one as a permanent residence or a second home, you need to know what tax to expect if and when you come to sell it. You will be liable to French capital gains tax whether you are resident there or not.

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15 March 2016

What Will Happen To Your Legacy? Estate Planning For Portugal

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?

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09 March 2016

Planning Your Move To France – Checklist

If you are moving to France here is a checklist of the financial planning you need do before you leave the UK and when you arrive in France.

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09 March 2016

Domicile Status and UK Inheritance Tax

One an important financial task you have as an expatriate is to plan how you will leave your assets. It can be a complex process, involving inheritance tax and succession law of more than one country. For British expatriates, understanding domicile is an important element of estate planning.

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03 March 2016

Estate Planning Considerations For France

We all sleep better when we feel confident that our affairs are in order, and as we get older we think more about the legacy we will leave to future generations. For UK nationals living in France, estate planning is made far more challenging by French ‘forced heirship’ succession law and succession tax rates of up to 60%.

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