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.

What Will Happen To Your Legacy? Estate Planning For Expatriates In Mallorca

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?

The UK Autumn Statement 2016

Chancellor Philip Hammond delivered his Autumn Statement budget on 23rd November. The main change for expatriates appears to be that the taxing period for those who have left the UK and have a QROPS will be extended from five to ten years.