Can you protect your family from French succession tax?

Understanding French succession tax is important if you are living in France and want to protect your family’s inheritance. Here…

Downsizing your property – is it time to consider?

Downsizing your property can bring various financial benefits, as well as making your life easier.  With careful planning, you could…

Spanish succession tax update – some good news

Spanish succession tax is now much less of a concern in many regions. Over the last few months the Balearics,…

Determining and proving domicile

Domicile is a very important issue for British expatriates.  You remain liable to UK inheritance tax on your worldwide assets…

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…

Moving to Portugal? The tax and wealth management essentials to know before you go

Moving to Portugal proves very rewarding for many people, for a whole variety of reasons.  While quality of life is…

Strategic financial planning for living in Portugal

Check your financial planning is on track to meet your needs and protect your family’s long-term financial security in Portugal…

Thinking of relocating to Cyprus? How much tax could you save?

Cyprus tax differs from the UK in many ways – offering several benefits for those looking to relocate there.

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…

Choosing a financial adviser for your new life abroad

Choosing a financial adviser is the first step to take when planning a move abroad. This will provide a roadmap…

Moving to and living in France tax-efficiently

If moving to France or already living there, make sure you understand how French income tax, wealth tax, and inheritance…

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…

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…

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…

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…

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…