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…

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…

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…

Proposals to improve housing accessibility in Spain include tax increases on non-EU property buyers

Spanish Prime Minister, Pedro Sánchez, unveiled a plan of 12 measures on 13 January 2025, aimed at tackling the issue…

Estate planning in Portugal – ensuring a tax-efficient legacy for your family

Your estate planning in Portugal needs careful attention to meet your wishes for your family and heirs. You need to…

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…

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…

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…

France 2025 budget and potential tax reforms

The first draft of the France 2025 budget was presented by Prime Minister Michael Barnier’s government on 10 October 2024. 

Understanding and avoiding French succession law

French succession law imposes some rules on your estate that are very different from those of the UK. This article…

Buying, owning and selling property in France
Tax and inheritance planning frequently asked questions

Buying and selling property is a major part of relocating from one country to another, or perhaps the time has…

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…

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…

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…

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…

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…