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…

New EU and UK border controls – EES, ETIAS and ETA

There are changes ahead for travel, with both the EU and UK introducing new automatic, electronic border controls for third-country…

Tax freedom day – how much of your income do you lose to tax?

Tax freedom day varies greatly by country, but good tax planning can help reduce your tax burden, wherever you live.…

Review your financial planning for 2024

Is your financial planning up-to-date for 2024? Take a little time now to check your tax planning, investments, pensions and…

The S1 form: Healthcare for UK nationals moving to Europe

The S1 form is an important document for Britons moving to Europe, providing access to essential healthcare services outside the…

The UK Autumn Statement. What does it mean for pensions and tax?

UK Chancellor Jeremy Hunt delivered his Autumn Statement to Parliament on 22 November. For UK residents the good news was…

As we say goodbye to one UK pension allowance, two new ones replace it.

The pensions Lifetime Allowance and resulting tax charges were abolished under the UK’s 2023 spring budget.  This was good news…

Downsizing your property – is it time to consider?

Downsizing your property can bring various financial benefits, as well as making your life easier.  With careful planning, you could…

Inflation update and planning ahead to protect our savings

Our inflation update looks at how the costs of living is faring now in Europe, after two years of high…

Taking your UK pension in Spain – tax and advisory issues to be aware of

When taking your UK pension in Spain you need to explore the options available to you as an expatriate and…

Bank deposit guarantee scheme limits in France and UK

Bank deposit guarantee schemes are designed to protect your savings and investments – but what are the limitations per customer…

More families than ever caught in the UK inheritance tax net

The 2022/23 tax year proved to be yet another record year for UK inheritance tax (IHT) receipts. This is expected…

The new UK tax year – lifetime allowance abolished and other tax updates

The UK tax year started on 6 April, so how will this impact your pocket? UK tax changes can affect…

How are your savings protected? Bank deposit guarantee schemes

Bank deposit guarantee schemes – EU banks provide a deposit guarantee of up to €100,000, and the UK has a…

UK Spring Budget 2023 – the pensions lifetime allowance is abolished

The surprise announcement that the UK pensions lifetime allowance is being abolished was welcome news for those with larger pensions…

The UK State Pensions and voluntary National Insurance contributions – changes from 2023.

We recommend that anyone under the UK State Pension age check their entitlement before July this year.  From 1 August…