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 a New Year in Spain

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

Review your financial planning as a New Year resolution

If you’re wondering what your New Year resolution should be, why not choose to review your financial planning? Take time…

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.

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

We’ve been getting enquiries from expatriates living in Cyprus who are thinking of selling their UK property. What are the…

Estate planning issues in France – frequently asked questions

In this article we aim to tackle several frequently asked questions related to estate planning in France, where tax and…

UK inheritance tax collection reaches £6 billion – will your family be affected?

The UK inheritance tax (IHT) haul continues to set new records as it rakes in £6bn for 2021. This 19%…

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…

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