Portuguese Draft State Budget 2022 – what’s the plan?

The Portuguese draft state budget (DSB/2022) has been released by the newly formed government headed by Prime Minister Antonio Costa.…

Inflation in Spain – should we be concerned?

Inflation is causing concern in Spain, the UK and elsewhere. It has been climbing steadily since last summer, hitting almost…

Inheritance tax in the Canary Islands. How does it affect your family?

If you live in Spain, and intend to remain there for the foreseeable future, you need to be prepared for…

Andalucía’s succession planning benefits

There are so many benefits to living in Southern Spain, but, as with anywhere, there are both pros and cons.…

Time to submit your French income tax return

French income tax returns are due in May/early June 2022. Find out the deadlines, rates, and what French residents and…

Estate planning in Portugal – five things you should know

Estate planning in Portugal may not be as complex as in some European countries, but if you live in Portugal…

UK Chancellor’s Spring Budget 2022

Chancellor of the exchequer, Rishi Sunak, announced the Spring Budget on 23 March 2022. Although the statement does not present…

Moving to Portugal tax efficiently

Moving to Portugal is an exciting way to spend your retirement, but did you know it can also offer tax-efficient…

Inheritance planning in France – what you need to know today

Inheritance planning always needs careful consideration, but even more so if you live or own assets in France where the…

Take control of your finances in an uncertain world

Take steps to control your financial future.  For peace of mind, it’s worth spending a bit of time to review…

Downsizing your property – is it time?

Downsizing your property can bring various financial benefits. With careful planning, you could unlock retirement funds and potentially tax-efficient income,…

Valuing property for tax purposes – Spain’s new reference value of the cadastre

A property’s value plays a key role in determining various tax liabilities, particularly wealth tax, transfer tax, stamp duty, and…

Retirement planning to protect your financial security

Retirement planning is one of the most effective ways of ensuring security and comfort for this exciting chapter of your…

How significant is the impact of inflation on your savings?

Inflation is surging in both the EU and the UK. Since even low levels can impact your savings over the…

Estate planning for UK nationals in Spain

It’s important for UK nationals to review their estate planning and wills once they are living in Spain. You need…

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