UK inheritance tax continues to break records

More families than ever are caught in the UK inheritance tax net and tax bills keep rising. With the thresholds…

Moving to Portugal? Are you paying the right taxes in the right country?

If you have moved or are moving to Portugal, tax planning should be high on your priorities. Otherwise you could…

Property or investment – which is the better option?

When we speak of property or investment in this article, we compare two different routes of investment; we weigh the…

France 2025 budget and potential tax reforms

The first draft of the France 2025 budget was presented by Prime Minister Michael Barnier’s government on 10 October 2024. 

Understanding and avoiding French succession law

French succession law imposes some rules on your estate that are very different from those of the UK. This article…

UK budget 2024 update

The UK budget 2024, as expected, included various tax rises, though income tax rates remain unchanged.  The key tax reforms…

Buying, owning and selling property in France
Tax and inheritance planning frequently asked questions

Buying and selling property is a major part of relocating from one country to another, or perhaps the time has…

UK budget 2024 – Painful taxing times ahead?

The Labour government’s first budget will be announced on 30 October.  While the Chancellor has promised not to increase income…

Why effective tax planning is so rewarding

Effective tax planning provides many benefits for yourself and your heirs. As well as lower tax bills, it can help…

UK inheritance tax vs French succession tax, at a time of change

These are rather interesting times for British expatriates in France, with the momentous July elections on both sides of the…

Key financial planning steps on your retirement journey in France

Are you fulfilling your dream of enjoying your retirement years in France?   Whether you are in the planning stages and…

Moving to Portugal: 7 tax-saving considerations

With early and careful planning, you can make the most of tax-efficient opportunities when moving to Portugal or buying Portuguese…

Planning a tax-efficient return to the UK

British expatriates waiting to return to the UK after living overseas will benefit from carefully reviewing tax planning, residency, pension,…

It’s time to submit your income tax return in Portugal

The deadline for submitting income tax returns in Portugal is approaching on 30 June 2024. This marks the final date…

Living in Cyprus and thinking of selling your UK property? Weigh up the pros and cons

For British expatriates living in Cyprus, weighing the decision to sell UK property involves considerations beyond mere investment, including future…

Making a home in Spain? Five financial essentials to consider

Making a new home in Spain? If you are quite new to living in Spain or in the process of…