Tax reforms in Andalucía will reduce tax liabilities from 2022

Tax reforms in Andalucía will reduce income tax and succession tax liabilities for local taxpayers from 2022.

ESG investing – earning returns while helping the environment and society

The topic of ‘ESG investing’ – Environmental, Social, Governance – was highlighted recently at the COP26 meeting in Glasgow alongside…

UK Autumn Budget 2021 – A focus on economic recovery

The UK autumn budget, the Chancellor’s second budget of the year, was notably lacking any significant changes to Qualifying Recognised…

Should you transfer UK pensions overseas? The pros and cons of QROPS

Transferring UK pensions to a QROPS can offer flexibility, tax, estate planning and currency benefits, but is it suitable for…

Spanish wealth tax – are your pensions included?

Spain continues to be a favourite destination for expatriates, including those making the most of their retirement years. There are…

Why retirement planning matters at any age

Asking key questions about retirement planning and understanding your pension options can help get you on track for your dream…

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…

Tax-efficient investment in France – the benefits of assurance-vie

Assurance-vie policies offer tax and estate planning advantages. Many expatriates find them valuable for providing tax-efficient income while  protecting their…

Five questions to help future-proof your legacy in Portugal

Expatriates in Portugal need to understand local succession rules and inheritance taxes to ensure their estate passes to chosen heirs…

How to retire abroad with financial peace of mind

If you’re retiring to Europe, be prepared to adjust your savings and investments, tax, pensions and estate planning to suit…

Understanding ‘lawful’ and ‘tax’ residence in Spain

Now that Brexit is here, it’s important that Britons in Spain understand the Spanish residence rules and meet their tax…

Do UK pensions now attract wealth tax in Spain?

One potential effect of Brexit for Spanish residents is that some UK pensions may now fall into the Spanish wealth…

UK Budget 2021: What are the implications for UK expatriates?

While there were few immediate changes in the latest UK Budget, the freezing of some allowances is set to increase…

Reap the benefits of tax planning in France

With strategic tax planning, French residents can reduce income tax, social charges, capital gains tax and wealth tax liability in…

Why it’s time to ‘think local’ for your financial planning

EU-resident Britons with UK bank accounts, investments, insurance policies or a financial adviser may face restrictions with Brexit.

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