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…

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…

UK tax reforms: What you need to know if you live in Portugal or plan to move there

It’s a new era in the UK, with the autumn budget introducing a raft of tax reforms.

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…

Planning a secure retirement in France

Planning your retirement in France? Be sure to review your strategy early in order to minimise your tax liabilities whilst…

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 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…

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. 

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…

Buying, owning and selling property in France
Tax and inheritance planning frequently asked questions

Buying and selling property is a major part of relocating from one country to another, or perhaps the time has…

UK budget 2024 – Painful taxing times ahead?

The Labour government’s first budget will be announced on 30 October.  While the Chancellor has promised not to increase income…

Moving to Portugal: 7 tax-saving considerations

With early and careful planning, you can make the most of tax-efficient opportunities when moving to Portugal or buying Portuguese…