Protecting and growing your wealth – five key elements for successful investing

Do you need to review your wealth management, particularly your investment portfolio, to make sure it is on the right…

Strategic financial planning for France

Reviewing your financial planning to make sure it’s on track to meet your needs and protect your family’s long-term financial…

Financial planning for a life in Spain

You should review your financial planning for Spain to ensure it is on the right path, and that your savings…

Introduction to tax in France

Tax in France works very differently to the UK so it is important to understand the rules and how they…

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…

Retirement in Spain – 8 key steps to take before and after your move

Retirement in Spain remains popular among British nationals, and with very good reason – there are so many benefits to…

Residence in Spain post Brexit – The golden, non-lucrative and digital nomad visas

Spanish visas – When the UK left the EU, UK nationals lost automatic freedom of movement in Spain and elsewhere…

4 key benefits of effective tax planning

As well as a lower tax bill for you and your heirs, strategic, effective tax planning can help provide estate…

Estate planning in Portugal – ensuring a tax-efficient legacy for your family

Estate planning in Portugal differs from handling affairs in the UK. Portugal’s enforcement of forced heirship can potentially challenge the…

Optimising tax efficiency for UK investments in Portugal

Tax efficiency for UK investments in Portugal is an important consideration for expatriates who have yet to review their existing…

Considerations for buying a property in Spain

As you consider purchasing a property in Spain, it is important to be mindful of the expenses that go beyond…

Income tax in France

Income tax in France can be more complex than you might anticipate, for both residents and non-residents. From the different…

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…

Portugal’s non-habitual residence (NHR) regime – 10 years of tax benefits

Portugal’s non-habitual residence regime offers new residents very attractive tax advantages. Some foreign income will be exempt from Portuguese tax;…

French income tax return – tax return portal opens for 2022 declarations

French income tax returns are due in May/early June 2023. Find out the deadlines, rates, and what French residents and…