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…

Understanding UK pensions – 6 key things you need to know

Understanding pensions can be a little difficult with all of the complexities involved. This article briefly clarifies six key things…

Portuguese Draft State Budget 2023

Portuguese finance minister, Fernando Medina, delivered his Draft State Budget for 2023 on 10 October. In terms of taxation, the…

Investing principles for your retirement in Spain

Thinking of investing for your retirement in Spain? We look at some of the principles and strategies you can take…

Events leading up to the UK autumn budget 2022

On 23 September, Chancellor Kwasi Kwarteng released the UK autumn budget outlining several tax cuts – he has since been…

4 key benefits of effective tax planning

As well as a lower tax bill for you and your heirs, strategic, effective tax planning can help provide estate…

French 2023 budget and tax update

The French government published its 2023 budget, projet de loi de finances, on 26 September.  This now has to pass…

Spain’s proposed new ‘solidarity tax on large fortunes’

The Spanish government has announced plans to impose a new, temporary, ‘solidarity tax on large fortunes’. If approved at a…

An introduction to taxes in Portugal

Taxes in Portugal are much kinder than in some other parts of Europe and a big incentive to UK nationals…

Andalucía scraps wealth tax

The Andalusian government has approved a 100% relief on wealth tax – reducing the tax liability to zero. This continues…

Reduce your tax liabilities in Spain with effective planning

Tax liabilities in Spain needn’t be a cause of worry if you are planning to move or already living there.…

The multi-manager investment approach – specialists vs generalists

Multi-manager investment enables your portfolio to be managed by several different fund managers, each selected for their expertise in specific…

Inflation concerns today and planning for the future

Inflation is causing concern in across the EU and in the UK. It has been climbing steadily since last summer,…

Buying and selling property in France – frequently asked questions

Are you thinking of buying or selling property in France? Have you been made aware of the process, the tax…