Protect your pensions and retirement savings for the long-term

Protecting your pensions and savings is essential to safeguarding the money you have set aside for a comfortable retirement. Here,…

How investment capital and income is taxed in Spain

How much tax you pay on your investment capital and income in Spain is determined by your circumstances and the…

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…

Succession planning concerns in France – FAQs

Succession planning in France can cause some concerns among UK nationals living there. In this article, we address some of…

Financial planning for France in 2024

Here we are, at the start of the new year, wondering what it will bring.  The last few years have…

Financial planning for a life in Spain

You should review your financial planning for Spain so that your savings and investments are properly structured to meet your…

Strategic financial planning for living in Portugal for 2024

Is your financial planning up-to-date for 2024? Take a little time now to check your tax planning, investments, pensions and…

Review your financial planning for 2024

Is your financial planning up-to-date for 2024? Take a little time now to check your tax planning, investments, pensions and…

The UK Autumn Statement. What does it mean for pensions and tax?

UK Chancellor Jeremy Hunt delivered his Autumn Statement to Parliament on 22 November. For UK residents the good news was…

As we say goodbye to one UK pension allowance, two new ones replace it.

The pensions Lifetime Allowance and resulting tax charges were abolished under the UK’s 2023 spring budget.  This was good news…

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…

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…

Pensions and taxes – What you need to know in Cyprus

How much tax will you pay on your UK pensions in Cyprus?  Cyprus offers a favourable tax regime for foreign…

Thinking of relocating to Cyprus? How much tax could you save?

Cyprus tax differs from the UK in many ways – offering several benefits for those looking to relocate there.

Taking your UK pension in Spain – tax and advisory issues to be aware of

When taking your UK pension in Spain you need to explore the options available to you as an expatriate and…

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…