Estate planning in Portugal – ensuring a tax-efficient legacy for your family

Estate planning in Portugal differs from handling affairs in the UK. Portugal’s enforcement of forced heirship can potentially challenge the…

The cost of living longer

The cost of living longer can be a concern with today’s increased life expectancy. With retirement potentially lasting decades, how…

4 key benefits of effective tax planning

As well as a lower tax bill for you and your heirs, strategic, effective tax planning can help provide estate…

Tax and estate planning in France – is yours up to date for 2023?

Tax and estate planning for living in France is best left in the hands of the experts, providing a holistic…

Financial planning for a life in Spain

You should review your financial planning for Spain to ensure it is on the right path, and that your savings…

UK inheritance tax and domicile – what you need to know today

UK inheritance tax follows you around the world since it’s based on domicile, not residence. You could live abroad long…

Estate planning in Portugal – five things you should know about inheritance

Estate planning in Portugal may not be as complex as in some European countries, but if you live in Portugal…

How does the France / UK double tax treaty on inheritances affect you?

France and the UK have a double tax treaty in place that can affect the way in which your beneficiaries…

Does your legacy planning in Portugal provide control and certainty?

Careful legacy planning in Portugal becomes important when you move there. Ensure your estate planning is up to date and…

The tax benefits of living in Cyprus

The tax benefits of Cyprus, along with its exceptionally beautiful landscape, warm sunny climate and rich culture, have the island…

Succession law and tax in France – how is your family affected?

Succession law in France works very different to what you may be familiar with in the UK and imposes forced…

Essential steps to take before and after retiring to France

Retiring to France can present a long list of jobs to get through in the process. While there are immediate…

Inheritance tax in the Canary Islands. How does it affect your family?

If you live in Spain, and intend to remain there for the foreseeable future, you need to be prepared for…

Andalucía’s succession planning benefits

There are so many benefits to living in Southern Spain, but, as with anywhere, there are both pros and cons.…

Inheritance planning in France – what you need to know today

Inheritance planning always needs careful consideration, but even more so if you live or own assets in France where the…

Take control of your finances in an uncertain world

Take steps to control your financial future.  For peace of mind, it’s worth spending a bit of time to review…