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Retiring to France? Understand your UK pension options today

It’s a time of change for UK pensions. They will soon become liable to UK inheritance tax, and transfers to…

14.07.25 Read
Moving to Spain? 7 questions that could save you money

If you are planning on moving to Spain, or have recently done so, you have made an excellent choice. With…

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
The France/UK double tax treaty on inheritances

France is one of the few countries to have a specific double tax treaty with the UK for inheritance taxes.…

06.06.25 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
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
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
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.

20.02.25 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
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…

22.01.25 Read
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…

12.12.24 Read
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…

10.12.24 Read
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…

28.11.24 Read
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…

27.11.24 Read
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…

13.11.24 Read
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