Developing your investment strategy

Developing an effective investment strategy is essential for increasing your chances of earning positive returns.

Capital gains tax in Spain: An expatriate’s guide

Spanish capital gains tax – learn about the intricate tax rates, exemptions, reliefs and allowances applicable to both Spanish residents…

Inflation update and planning ahead to protect our savings

Our latest inflation update looks at how the costs of living is faring now in Europe, after two years of…

Determining and proving domicile

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

Spanish succession tax update – some good news

There is some welcome news for succession tax in Spain.  Valenciana and the Balearics have followed Andalucía, Murcia, and Madrid in…

Retiring to France after Brexit – obtaining visas and navigating the financial landscape

Retiring to France after Brexit may feel like a challenge, but the process can still be relatively seamless if you…

Reviewing your UK pensions and retirement savings for your life in France

UK pensions in France can be a cause of confusion and uncertainty for UK nationals retiring there. Ensuring your pensions…

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…

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…

Mastering tax efficiency – navigating tax responsibilities when relocating to Portugal

Tax efficiency Portugal – When it comes to financial planning after a move to Portugal, ensuring proper tax management should…

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…

Taking your UK pension in Spain – tax and advisory issues to be aware of

When taking your UK pension in Spain you need to explore the options available to you as an expatriate and…

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…

Protecting and growing your wealth – five key elements for successful investing

Do you need to review your wealth management, particularly your investment portfolio, to make sure it is on the right…

Strategic financial planning for France

Reviewing your financial planning to make sure it’s on track to meet your needs and protect your family’s long-term financial…

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…