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…

UK inheritance tax vs French succession tax, at a time of change

These are rather interesting times for British expatriates in France, with the momentous July elections on both sides of the…

How are UK pensions taxed in France?

First published in French Property News   UK pensions in France are typically taxed under the double taxation treaty, but…

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…

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…

Planning a tax-efficient return to the UK

British expatriates waiting to return to the UK after living overseas will benefit from carefully reviewing tax planning, residency, pension,…

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…

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…

Spain to end the golden visa – how does this impact UK nationals?

The Spanish government has announced its intention to end Spain’s golden visa.  Once ratified, non-EU nationals will no longer be…

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…

The UK tax residence test and expatriates – are you sure you have escaped UK taxation?

The UK statutory residence test determines whether or not individuals are resident in the UK for tax purposes. It can…

Financial planning issues British expatriates overlook or get wrong in France

Financial planning issues UK nationals face when moving to or living in France are compounded if they have not adequately…

Portuguese capital gains tax – understanding the main home and reinvestment reliefs

Will you have to pay Portuguese capital gains tax when selling a property? In Portugal, only half the gain is…

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,…