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…

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…

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 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…

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…

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.…

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…

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…

Downsizing your property – is it time?

Downsizing your property can bring various financial benefits. With careful planning, you could unlock retirement funds and potentially tax-efficient income,…

Valuing property for tax purposes – Spain’s new reference value of the cadastre

A property’s value plays a key role in determining various tax liabilities, particularly wealth tax, transfer tax, stamp duty, and…

Estate planning for UK nationals in Spain

It’s important for UK nationals to review their estate planning and wills once they are living in Spain. You need…

Why you need to know where you are domiciled

Where you are domiciled has a substantial effect on your estate planning, as it determines whether or not your worldwide…

Buying Portuguese property? Six tax implications to be aware of

What should you consider before buying a Portuguese property to limit exposure to capital gains, wealth and inheritance taxes?

Financial planning for Spain

Financial planning for Spain may be the most productive move you’ve ever made, whether you’re already living there or plan…

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