Portugal capital gains tax on property

How much Portugal capital gains tax will you be liable for when you sell a property?  Residents are liable to…

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.

The cost of living longer

The cost of living longer can be a concern with today’s increased life expectancy. With retirement potentially lasting decades, how…

What is Spain’s new solidarity tax?

Spain’s solidarity tax on large fortunes is a temporary tax imposed on the wealthiest residents to help the government deal…

The UK State Pensions and voluntary National Insurance contributions – changes from April 2023.

We recommend that anyone under the UK State Pension age check their entitlement before April this year.  Once the new…

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 tax – what has changed for 2023?

The Spanish tax regime in 2023 is very different from the UK’s and can be complicated. On first arriving in…

Tax and estate planning in France – is yours up to date for 2023?

Tax and estate planning for living in France is best left in the hands of the experts, providing a holistic…

Are your savings and investments suitable for you today and your future plans?

Investment planning can help to determine whether your savings and portfolio are held in a way that is suitable for…

Spanish taxation in 2023 – How do the changes affect you? (Andalucía version)

What you need to know about Andalucía tax in 2023.  Wealth tax has been abolished and income taxes reduced.  The…

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…

Reviewing your wealth management for 2023 and beyond – five key elements for successful investing

Now is the perfect time to review your wealth management, particularly your investment portfolio, to make sure it is on…

Key financial planning steps on your retirement journey in France

Are you fulfilling your dream of enjoying your retirement years in France?   Whether you’re in the planning stages and looking…

UK autumn budget 2022

Having taken the decision to scrap the previous mini budget released in September, Chancellor of the Exchequer Jeremy Hunt released…

Spain’s 2023 budget and tax plans

Spain’s 2023 budget – both the state and autonomous community regional governments have been busy planning their budgets for next…