French succession law – new forced heirship rules

In August, France approved changes to succession law  which will affect the forced heirship rules applied on French assets. It…

Moving to France tax-efficiently

If moving to France, make sure you understand how French income tax, wealth tax and inheritance tax work and how…

Five questions to help future-proof your legacy in Portugal

Expatriates in Portugal need to understand local succession rules and inheritance taxes to ensure their estate passes to chosen heirs…

Five things you should know about estate planning in Portugal

If you live in Portugal or have Portuguese assets, make sure your estate passes to chosen heirs by understanding local…

Make your money last as long as you do: 5 questions to consider

Help ensure your pensions, savings and investments will provide financial security in retirement by asking 5 key questions.

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