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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
Creating and maintaining a successful investment plan

Whether you’re looking to invest new capital or refresh neglected savings and investments, how should you create and maintain a…

10.03.25 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
Make your money last as long as you do: 5 questions to ask

Help ensure your pensions, savings and investments will provide financial security in retirement by asking 5 key questions.

05.03.25 Read
Should you keep your UK ISAs when moving and living abroad?

While ISAs are a valued savings arrangement in the UK, they lose their essential tax advantages when you move abroad.…

27.02.25 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
How UK investments are taxed in Portugal

Many British expatriates living in Portugal continue to hold the same savings and investments they had in the UK, even…

07.02.25 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
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.…

03.01.25 Read
Strategic financial planning for a life in Spain

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

02.01.25 Read
Review your financial planning for Portugal 2025

As we enter spring of 2025, have you reviewed your financial plan yet?

31.12.24 Read
The Mbappé Law – a new tax deduction for foreign investors in Madrid

The ‘Mbappé Law’ is a new tax incentive introduced by Madrid to attract foreign investors and talent to live in…

20.12.24 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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