Optimising tax efficiency for UK investments in Portugal

Tax efficiency for UK investments in Portugal is an important consideration for expatriates who have yet to review their existing…

Too good to be true?

Are the investments being offered to you a little too good to be true? We look at some past examples…

Why retirement planning matters at any age

It’s never too early to start retirement planning, but the closer you get, the more it pays to focus on…

Managing your investments when living in France

Are your investments suitable for your life in France? Your combined investment portfolio should be specifically structured around your risk…

How are your savings protected? Bank deposit guarantee schemes

Bank deposit guarantee schemes – EU banks provide a deposit guarantee of up to €100,000, and the UK has a…

The cost of living longer

The cost of living longer can be a concern with today’s increased life expectancy. With retirement potentially lasting decades, how…

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…

Tax and estate planning in France – is yours up to date for 2023?

Tax and estate planning for living in France is best left in the hands of the experts, providing a holistic…

Are your savings and investments suitable for you today and your future plans?

Investment planning can help to determine whether your savings and portfolio are held in a way that is suitable for…

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…

Reviewing your wealth management for 2023 and beyond – five key elements for successful investing

Now is the perfect time to review your wealth management, particularly your investment portfolio, to make sure it is on…

Capital gains tax in France – what you need to know

Capital gains tax in France should be a key consideration when buying an asset that is expected to increase in…

Investing principles for your retirement in Spain

Thinking of investing for your retirement in Spain? We look at some of the principles and strategies you can take…

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…

Inflation concerns today and planning for the future

Inflation is causing concern in across the EU and in the UK. It has been climbing steadily since last summer,…

How UK investments are taxed in Spain

How are UK investments taxed in Spain? And is it worth reviewing the current structures of your assets to see…