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Investment planning for your life in France

Being overweight in one or two asset classes increases risk. To protect your savings you need a good mix of investment assets, designed around your objectives, circumstances and risk profile.

Are your funds suitable for you?

When choosing investments remember, if it sounds too good to be true it probably is. Investments can be riskier than they first appear. Caution is advised when choosing new, unusual funds.

What can expatriates in France do with their UK pension?

With so many options for pensions today, establishing the best path to a comfortable retirement is not easy. A good start for expatriates in France is getting answers to some key questions.

Modelo 720 penalties under challenge but taxpayer obligations remain

There may be some relief ahead for taxpayers in Spain as an EU institution challenges the severe penalties imposed on residents who fail to declare their overseas assets correctly or on time.

Is 2017 the year of higher taxes for property owners in Portugal?

If you own property or are thinking about buying a home in Portugal, you could be affected by new tax rules, including a ‘wealth tax’ on high-value properties and a new way of defining ‘tax havens’.

Inheriting pensions in France

A recent case study from one of our Partners in France highlights how important it is for British expatriates to receive pensions advice specifically tailored for their circumstances in France.

The tax landscape in Murcia in 2017

You need to review your tax planning from time to time, to check that it is up to date with tax reforms and that you’re using all the available opportunities to reduce your tax liabilities.

Fresh scrutiny for taxpayers in Spain

New measures announced by the Spanish tax office will make it much easier to investigate the tax affairs of wealthy individuals and crack down on tax fraud.

Your last will and testament (France)

France imposes forced heirship, so you cannot use your will to leave assets freely. However under Brussels IV you can opt for UK succession law to apply to your estate.

Brexit and beyond (France)

We hope Brexit doesn’t prevent anyone from fulfilling their dream of living in France. There are steps you can take to protect your finances from the uncertainty surrounding the UK’s exit from the EU.

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