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Will your family benefit from the new UK inheritance tax threshold?

The new main home residential nil rate band for inheritance tax starts in April 2017. Will your family receive a £1 million tax free allowance?

From Brexit to Budget: Time to Spring into action?

What are the financial implications for British expatriates following the UK Spring Budget and Theresa May's triggering of Article 50?

Britons in France: Should you stay or should you go when it comes to UK pensions?

Among the key considerations for retired expatriates in France who are unsure what to with their UK pension is a new 25% tax on overseas transfers.

Retiring in the Balearics? Make sure your money lasts as long as you do

Taking the right steps now can help you stretch your retirement income to afford the lifestyle you want in Mallorca or Menorca for as long as you need.

Considering a QROPS? Don’t lose a quarter of your pension to the UK taxman

A new overseas pension transfer tax could see the UK taxman take a quarter of expatriates’ transferred funds. Those thinking of moving UK pensions need to know the new rules.

Understanding tax residency in Portugal

Getting to grips with Portugal’s tax and residency rules is the key to making sure expatriates meet their legal obligations and pay the right taxes in the right country.

It’s the differences…

In our second case study highlighting the importance for British expatriates to take pensions advice designed for their circumstances in France, we look at how UK pension income is taxed.

Get to know the 2017 French tax landscape

Expatriates who know where they stand with French taxes could limit exposure to unnecessary taxation, take advantage of available opportunities and avoid nasty surprises at the end of the year.

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.

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