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…

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…

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.

Spain’s budget and taxation in 2021

This is the first Spanish state budget to be approved since 2018! Get to know the latest income, wealth and…

Freedom of movement in Portugal post-Brexit: What you need to know

Can you still spend time in Portugal post-Brexit? See what UK nationals need to know about residence and freedom of…

Freedom of movement in France post-Brexit: What you need to know

Can you still spend time in France post-Brexit? See what UK nationals need to know about French residence and freedom…

Freedom of movement in Spain post-Brexit: What you need to know

Can you still spend time in Spain post-Brexit? See what UK nationals need to know about Spanish residence and freedom…

Portuguese taxes in 2021: What you need to know

What does the current Portuguese tax landscape look like for UK nationals living in or moving to Portugal in 2021?…

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