Why time in the markets matters

When you have worked hard to build up your savings, it is not always easy to decide how best to…

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…

How much capital gains tax will you pay in Portugal?

If you are resident in Portugal, you will be liable for Portuguese capital gains tax when you sell a property…

How is income from UK assets taxed in France?

How is income sourced from the UK taxed in France, and is it tax-efficient for UK expatriates to keep hold…

A year on from Brexit – what has changed for UK nationals in Portugal?

Portugal – a year after Brexit. What changes have we seen in the last 12 months that could affect British…

Why you need to know where you are domiciled

Where you are domiciled has a substantial effect on your estate planning, as it determines whether or not your worldwide…

Spain a year after Brexit – Changes to be aware of

A year after Brexit – what has changed for those living in Spain? While British expatriates continue to enjoy the…

Buying Portuguese property? Six tax implications to be aware of

What should you consider before buying a Portuguese property to limit exposure to capital gains, wealth and inheritance taxes?

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