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A marathon, not a sprint: the case for a long-term investing discipline

Long-term investing usually proves a much more successful approach than timing the market. Market ups and downs can test even…

14.07.25 Read
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…

07.07.25 Read
Farewell domicile, welcome long-term residence

The UK’s domicile regime has been abolished for tax purposes. The new residence-based system provides much more certainty for UK…

19.06.25 Read
How Spain’s succession tax reforms are protecting family inheritance

Spanish succession tax reforms in many regions have made this tax less of a concern than it used to be…

05.06.25 Read
Capital gains tax in Cyprus – an attractive tax regime

Cyprus capital gains tax is only charged on the sale of Cyprus property. Gains from shares and the sale of…

19.05.25 Read
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
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