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…

Choosing a financial adviser for your life abroad

Choosing a financial adviser is the first step to take when reviewing your wealth management for living abroad. This will…

Succession planning concerns in France – FAQs

Succession planning in France can cause some concerns among UK nationals living there. In this article, we address some of…

Financial planning for France in 2024

Here we are, at the start of the new year, wondering what it will bring.  The last few years have…

Reviewing your financial planning for Cyprus in 2024 and beyond

Is your financial planning suitable for living in Cyprus and on track to protect the long-term financial security for you…

Financial planning for a life in Spain

You should review your financial planning for Spain so that your savings and investments are properly structured to meet your…

Strategic financial planning for living in Portugal for 2024

Is your financial planning up-to-date for 2024? Take a little time now to check your tax planning, investments, pensions and…

Review your financial planning for 2024

Is your financial planning up-to-date for 2024? Take a little time now to check your tax planning, investments, pensions and…

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…