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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.…

Strategic financial planning for a life in Spain for the new year

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

Review your financial planning for Portugal 2025

The New Year often inspires reflection and goal setting in areas like health, happiness, lifestyle, and finances. As we enter…

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…

Estate planning considerations for UK nationals in Spain

Careful estate planning becomes even more imperative when you move to Spain. The Spanish inheritance regime imposes forced heirship and…

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…

UK tax in 2025 and beyond, and implications for expatriates in Cyprus

The UK’s autumn budget introduced several tax changes, many of which reach beyond its shores to also impact British expatriates…

Moving to Portugal? Are you paying the right taxes in the right country?

If you have moved or are moving to Portugal, tax planning should be high on your priorities. Otherwise you could…

How UK pensions are taxed in Spain

If you’ve chosen to retire in Spain, it’s essential to understand how your UK pensions will be taxed in Spain.…

Property or investment – which is the better option?

When we speak of property or investment in this article, we compare two different routes of investment; we weigh the…

France 2025 budget and potential tax reforms

The first draft of the France 2025 budget was presented by Prime Minister Michael Barnier’s government on 10 October 2024. 

Moving to Portugal and living there tax efficiently

Moving to Portugal is an exciting way to spend your retirement, but did you know it can also offer tax-efficient…

Understanding and avoiding French succession law

French succession law imposes some rules on your estate that are very different from those of the UK. This article…

UK budget 2024 update

The UK budget 2024, as expected, included various tax rises, though income tax rates remain unchanged.  The key tax reforms…

Do the US elections impact the stock markets?

While US presidential elections can have worldwide significance, historically, the result has not had much impact on investment markets.

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

Investment planning involves carefully examining your objectives and risk appetite to ensure your portfolio is suitable for your current circumstances…