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The new UK tax year: What has changed, what hasn’t, and what’s on the way

The 2025/26 UK tax year ticked over on 6 April 2025. Most thresholds and allowances remain frozen and most tax…

11.04.25 Read
UK inheritance tax continues to break records

More families than ever are caught in the UK inheritance tax net and tax bills keep rising. With the thresholds…

10.04.25 Read
Understanding French income tax

French income taxes can be more complex than you might expect. Since it is income tax season in France –…

08.04.25 Read
Cross-border financial planning for expatriates in France

If you live in France and have assets or family in the UK, cross-border financial planning can be complex. You…

03.04.25 Read
Creating and maintaining a successful investment plan

Whether you’re looking to invest new capital or refresh neglected savings and investments, how should you create and maintain a…

10.03.25 Read
Returning to UK: The importance of timing and strategic planning

If you are returning to UK after being resident overseas, or expect to do so in the future, early and…

06.03.25 Read
Modelo 720 March deadline – What do you need to do?

Modelo 720 – or Form 720 – is an online declaration Spanish residents may need to complete each year.

05.03.25 Read
Should you keep your UK ISAs when moving and living abroad?

While ISAs are a valued savings arrangement in the UK, they lose their essential tax advantages when you move abroad.…

27.02.25 Read
Moving to Portugal from UK – residency and taxation

This article offers some key information for moving to Portugal from UK, specifically regarding visa application and how to manage…

11.02.25 Read
How UK investments are taxed in Portugal

Many British expatriates living in Portugal continue to hold the same savings and investments they had in the UK, even…

07.02.25 Read
Succession and inheritance tax revisited – France

What succession and inheritance tax issues do British expatriates in France need to be aware of right now?  French succession…

23.01.25 Read
Planning a secure retirement in France

Planning your retirement in France? Be sure to review your strategy early in order to minimise your tax liabilities whilst…

22.01.25 Read
UK tax in 2025 and beyond
What British expatriates in Spain need to know.

The UK tax reforms announced in the autumn budget extend beyond the UK to impact UK nationals living in Spain.…

03.01.25 Read
Strategic financial planning for a life in Spain

Review your financial planning for Spain to ensure it is on the right path, and that your savings and investments…

02.01.25 Read
Review your financial planning for Portugal 2025

As we enter spring of 2025, have you reviewed your financial plan yet?

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

Your estate planning in Portugal needs careful attention to meet your wishes for your family and heirs. You need to…

12.12.24 Read
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