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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.

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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.

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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.

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21 September 2016

Now UK Banks Can’t Turn Expatriates Away

A new EU law should benefit expatriates by ensuring improved access to bank accounts, transparency over fees and freedom to switch between accounts across the EU.

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14 September 2016

Investing In Uncertain Times – Remember, it’s time in the markets, not timing the market, that counts

Uncertainty over Brexit is making some investors cautious. But if you have capital to invest, waiting can be risky. It is surprising what a difference missing the best days in a market cycle can make to investment returns.

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12 September 2016

HMRC Announces “Requirement To Correct” Tax Obligation

In its latest move against offshore tax evasion, the UK government has outlined plans to impose a deadline for Britons to correct mistakes on their tax declarations.

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12 September 2016

Crunch Time For Pensions Calls For Review, Not Panic

In this post-Brexit climate of historically low interest rates and market uncertainty, it is more important than ever to seek advice to establish the best approach for your pension.  

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30 August 2016

Time To Take Interest In Your Investment Options

With Brexit disrupting currencies and markets, this is a good time to review how you structure your finances and consider alternative options for investing.

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30 August 2016

More Families Than Ever Caught In Inheritance Tax Net

The government’s record inheritance tax haul reveals how more and more British families are being caught out – and you do not need even to be a UK resident to be affected.

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22 August 2016

Exploring Your Pension Options In France

Your pension funds play an important role in your financial security in retirement.  You need to explore all your options, looking at the UK pension freedom, the tax implications in France and the underlying investments.  Also consider how Brexit may affect your pension planning.

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22 August 2016

The Challenges Of Estate Planning In France

If you have moved to France it is important to review your estate planning to take the French succession tax and succession law regime into account. You want to ensure that the right assets pass to the right people, at the right time and with as little tax as possible.

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22 August 2016

Weather The Sterling Storm With Assurance-Vie And Flexible Investments

If you live in France, an assurance-vie that lets you hold investments in different currencies could help you ride out post-Brexit uncertainty.

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19 August 2016

Tax Implications Of Buying Property In Mallorca

Mallorca is a great place to buy property, but you need to understand what tax you will need to pay, from purchase taxes when buying to capital gains tax when selling, as well as income, wealth and succession taxes.

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16 August 2016

Moving To Or Living In Cyprus - The Financial Essentials

There are some tax and financial essentials you need to be aware of and plan for to get the best out of living in Cyprus.

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12 August 2016

Land On Your Feet, Whatever Brexit Brings

No matter what your feelings are about Brexit, now that the storm has started to settle it is time to shift focus from the emotional to the practical. What do you need to do to make sure Brexit will not work against you as an expatriate?

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12 August 2016

Just How Low Can Interest Rates Go?

The Bank of England has made history by cutting the interest rate to 0.25%. How might this affect you and what can you do to future-proof your finances in these uncertain times?

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09 August 2016

Does Brexit Mean You Need To Review Your Financial Planning In Spain?

How will Brexit affect expatriates in Spain from a financial point of view? If you are living in Spain, now is the time to look at your financial planning to consider if and where you may need to make changes.

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08 August 2016

Brexit And The UK State Pension

What effect could Brexit have on expatriate’s state pensions?  Will they continue to receive the annual inflationary rises once the UK is no longer an EU member?

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04 August 2016

A Question Of Residence (Spain)

It is important to understand and comply with the residence rules of Spain.  If you intend to live in Spain post Brexit but have not yet officially registered your presence, it may be a good idea to get this sorted now.

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01 August 2016

Does Brexit Mean You Need To Review Your Financial Planning In France?

How will Brexit affect expatriates in France from a financial point of view? If you are living in France, now is the time to look at your financial planning to consider if and where you may need to make changes.

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22 July 2016

Portugal Offers Sun, Sea And Tax Efficiency

With its beautiful scenery and warm climate, there are obvious attractions to living in Portugal. What is not so well known is that it also offers generous tax benefits that outshine many of its European neighbours.

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26 August 2016

Living In Portugal - The Tax and Financial Essentials

Many people fall in love with Portugal and consider making it their home. There are, however, some tax and financial essentials you need to be aware of and plan for if you are to get the best out of living in Portugal.

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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.

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