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Retired couple relaxing outdoors with family after putting their estate planning in order

How to make things easier for your family and heirs

With a Power of Attorney, updated wills and tax planning in place, you can make things easier for your family, before and after your death.

Six tips for protecting and growing your wealth

At a time of low interest rates, complex taxes and Brexit uncertainty, how can you manage risk and maximise your savings and investments?

Family spending time together

‘Brussels IV’ and Portugal: How to ensure your legacy goes to the right place

Expatriates can override Portuguese forced heirship rules and ensure their estate goes to chosen heirs by applying ‘Brussels IV’ in their will.

Protect your pension from the lifetime allowance charge

Protect your pensions from the lifetime allowance trap

Britons risk up to 55% taxation if pension funds go over the UK lifetime allowance (LTA), but expatriates have options that can limit exposure.

Succession tax in Andalucía today

The Andalucía region has introduced a new 99% tax relief for Spanish succession tax, for spouses, children, grandchildren and parents.

France tax return time – are you correctly declaring your worldwide income?

When filing your French tax return ensure you declare your UK pensions, ISAs, premium bonds, capital gains and rental income correctly.

New tax rules in Andalucía, Spain

New tax rules in the southern Spanish region reduce income tax rates and cut succession tax bills to just 1% for spouses and children.

How much capital gains tax will you pay in Portugal?

If you own Portuguese property or other assets, you could face capital gains tax in Portugal and also the UK, depending on your residence status.

New Portuguese law secures UK expatriates’ rights

The Portuguese government has locked in residency and healthcare rights for UK nationals in Portugal, even if there’s a no-deal Brexit.

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