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…

Investment decision paralysis – how to overcome an overload of choices

Investment decision paralysis occurs when we are faced with so many investment options that we struggle to compare – but…

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…

The results of the UK general election.
All change at Downing Street, but what about tax and pensions?

For the UK general election, tax and pensions are the focus of many expatriates. But, what changes can we expect…

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,…

UK General Election – how the result could impact tax and pensions

With the UK General Election fast approaching, we look at the tax and pension elements contained in the Conservative and…

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…

UK tax update for British expatriates in Europe

Following the UK spring budget in March and the start of the new tax year in April, we provide an…

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…

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…

ESG investing – earning returns while helping the environment and society

Opting for ESG investing means directing your funds towards companies committed to improving the world. This ethical investment approach allows…

The UK Spring Budget – how could it affect expatriates?

The UK’s spring budget included a number of tax announcements. The key news for British expatriates was the abolishment of…

Tax residence in France and the UK – are you paying tax in the right place?

Tax residence has been a big topic amongst British expatriates in France, and those hoping to move there over recent…