French property taxes

What French property taxes do you need to be aware of when buying, selling or renting out a property in…

Downsizing your property – is it time to consider?

Downsizing your property can bring various financial benefits, as well as making your life easier.  With careful planning, you could…

Managing your investments when living abroad

Are you managing your investments to be suitable for your life abroad?  Your combined investment portfolio should be specifically structured…

Inflation update and planning ahead to protect our savings

Our inflation update looks at how the costs of living is faring now in Europe, after two years of high…

Developing your investment strategy

Developing an effective investment strategy is essential for increasing your chances of earning positive returns.

Capital gains tax in Spain: An expatriate’s guide

Spanish capital gains tax – learn about the intricate tax rates, exemptions, reliefs and allowances applicable to both Spanish residents…

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…

Choosing a financial adviser for your life abroad

Choosing a financial adviser is the first step to take when reviewing your wealth management for living abroad. This will…

Strategic financial planning for living in Portugal

Check your financial planning is on track to meet your needs and protect your family’s long-term financial security in Portugal…

Making a home in Spain? Five financial essentials to consider

Making a new home in Spain? If you are quite new to living in Spain or in the process of…

Protecting and growing your wealth – five key elements for successful investing

Do you need to review your wealth management, particularly your investment portfolio, to make sure it is on the right…

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…

Bank deposit guarantee scheme limits in France and UK

Bank deposit guarantee schemes are designed to protect your savings and investments – but what are the limitations per customer…

More families than ever caught in the UK inheritance tax net

The 2022/23 tax year proved to be yet another record year for UK inheritance tax (IHT) receipts. This is expected…

Retirement in Spain – 8 key steps to take before and after your move

Retirement in Spain remains popular among British nationals, and with very good reason – there are so many benefits to…

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…