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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…

07.03.25 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
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
Succession and inheritance tax revisited – France

What succession and inheritance tax issues do British expatriates in France need to be aware of right now?  French succession…

23.01.25 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, and implications for expatriates in France.

The last three months of 2024 were pivotal for 2025 taxation, with important announcements in the UK budget and failed…

15.01.25 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
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
How UK pensions are taxed in Spain

If you’ve chosen to retire in Spain, it’s essential to understand how your UK pensions will be taxed in Spain.…

18.11.24 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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