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French wealth tax reform and investment property

From 2018 French wealth tax only applies to property. Shares, bonds and assurance-vie polices are no longer liable to this tax.

Are your investments suitable for you?

A tailor-made strategic approach built around your aims, time horizon and risk appetite is key for the success of your investment portfolio.

Delaying registering for healthcare in France could save tax on your pension

French tax on pension lump sums can be very low in certain circumstances. If you can avoid social charges it will be even lower.

Right place, wrong taxes (France)

UK nationals living in France need to make sure they are paying the right taxes in the right country – getting it wrong could prove costly.

QROPS: The pros and cons of transferring your UK pension

Transferring UK pensions to a QROPS can offer expats flexibility, tax, estate planning and currency benefits, but is it always a good idea?

Is there a limited time to secure tax-free pensions in Portugal?

With speculation about a change to non-habitual residency rules in Portugal, is there a limited time to lock in tax-free UK pension income?

Moving to Portugal – The tax and financial essentials

There can be tax and estate planning advantages to living in Portugal. Its non-habitual resident regime can offer even more benefits.

Brexit talks offer more certainty on citizens’ rights

What has been agreed in the latest round of Brexit negotiations on freedom of movement, healthcare, pensions and other expatriate rights?

Should you cash-in a ‘gold-plated’ pension? Six questions to help you decide

With such high transfer values for UK final salary pensions today, should you swap a guaranteed income for life for a one-off payment?

Get to know today’s pension landscape

We outline six pension issues affecting British expats, from State Pension payments to tax-efficient transfer options for private pensions.

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