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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.

Opportunity knocks for pensions and expatriates in France

With Brexit looming and more options than ever, pensions can also be a source of concern and confusion, but expatriates in France can find rewarding opportunities.

Estate planning for France - Will your family be treated the way you want them to?

Estate planning in France is made far more challenging by ‘forced heirship’ succession law and inheritance tax rates of up to 60%. The regime is particularly daunting for complex family situations.

Opportunity knocks for pensions… but maybe not for long (Portugal)

With Brexit looming and more options than ever, pensions can be a source of concern and confusion. However, expatriates in Portugal can find rewarding – but limited – opportunities.

Do You Have An Account With Nationwide International?

Nationwide International is shutting its doors in summer 2017, and will start closing accounts from the beginning of the year. If you have an account with them you need to find a new home for your savings. Is another bank the best choice?

Are you ready for exchange of information with Portugal?

The new global automatic exchange of information regime went live in January 2016 and begins in 2017. It is more important than ever to make sure you are correctly declaring your income and paying tax in the right country.

Opportunity knocks for pensions? but maybe not for long (France)

A current crisis in UK pensions could prove rewarding to expatriates with ‘final salary’ schemes, but the window of opportunity may be limited.

Lower pension allowance won't just affect super rich

Recent changes could put those with pension savings in the firing line for up to 55% taxation. However, expatriates can take advantage of opportunities to safeguard their pension funds.

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