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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
Should you keep your UK ISAs when moving and living abroad?

While ISAs are a valued savings arrangement in the UK, they lose their essential tax advantages when you move abroad.…

27.02.25 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
Moving to Portugal from UK – residency and taxation

This article offers some key information for moving to Portugal from UK, specifically regarding visa application and how to manage…

11.02.25 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
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…

20.01.25 Read
Spain golden visa abolished – how does this impact UK nationals?

The Spanish government has voted to end Spain’s golden visa. When the amended law comes into force on 3 April…

09.01.25 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
Review your financial planning for Portugal 2025

As we enter spring of 2025, have you reviewed your financial plan yet?

31.12.24 Read
The Mbappé Law – a new tax deduction for foreign investors in Madrid

The ‘Mbappé Law’ is a new tax incentive introduced by Madrid to attract foreign investors and talent to live in…

20.12.24 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
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
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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