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…

Why effective tax planning is so rewarding

Effective tax planning provides many benefits for yourself and your heirs. As well as lower tax bills, it can help…

Buying property in Portugal – six tax considerations

When buying property in Portugal, whether as your main home, holiday home or as an investment,  first research and understand…

Key financial planning steps on your retirement journey in France

Are you fulfilling your dream of enjoying your retirement years in France?   Whether you are in the planning stages and…

Investment decision paralysis – how to overcome an overload of choices

Investment decision paralysis occurs when we are faced with so many investment options that we struggle to compare – but…

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…

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…

UK Premium Bonds and British expatriates

Premium bonds have been a popular savings arrangement in the UK for decades, and millions of people of all ages…

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…

Capital gains tax – what British expatriates in France need to know

Capital gains tax impacts many people and UK nationals living in France need to follow both the French and UK…

It’s time to submit your income tax return in Portugal

The deadline for submitting income tax returns in Portugal is approaching on 30 June 2024. This marks the final date…

Look beyond property to unlock investment potential

Property is a solid, reliable investment that holds its value, right? For many people, investing in bricks and mortar by…

Geopolitical risk – investing in an unpredictable world

Geopolitical risk has become an increasingly significant factor influencing global investment decisions. This article explores the complexities around the geopolitical…

Income tax return time in Spain

Have you submitted your income tax return in Spain?   You have until 1 July to declare the income and gains…

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…

Living in Cyprus and thinking of selling your UK property? Weigh up the pros and cons

For British expatriates living in Cyprus, weighing the decision to sell UK property involves considerations beyond mere investment, including future…