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Retiring in the Balearics? Make sure your money lasts as long as you do

Taking the right steps now can help you stretch your retirement income to afford the lifestyle you want in Mallorca or Menorca for as long as you need.

Considering a QROPS? Don’t lose a quarter of your pension to the UK taxman

A new overseas pension transfer tax could see the UK taxman take a quarter of expatriates’ transferred funds. Those thinking of moving UK pensions need to know the new rules.

No surprises in UK Spring Budget other than a sting in the tail for pensions

Much of the 2017 UK Spring Budget confirmed pledges made in 2016’s Autumn Statement, but a new tax on overseas pension transfers was largely unexpected.

Understanding Tax Residency in Portugal

Getting to grips with Portugal’s tax and residency rules is the key to making sure expatriates meet their legal obligations and pay the right taxes in the right country.

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