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UK inheritance tax: The mounting impact on British families
UK inheritance tax is no longer a niche concern. Frozen allowances, rising asset values, pensions entering the tax net and tighter reliefs mean many...
13.04.26 Read
French wealth tax reform and investment property
From 2018 French wealth tax only applies to property. Shares, bonds and assurance-vie polices are no longer liable to this…
What happens if you sell your French home after leaving France?
The Constitutional Court ruled that the main home capital gains tax and social charges exemption is only available to French…
Delaying registering for healthcare in France could save tax on your pension
French tax on pension lump sums can be very low in certain circumstances. If you can avoid social charges it…
Are your investments suitable for you?
A tailor-made strategic approach built around your aims, time horizon and risk appetite is key for the success of your…
Right place, wrong taxes (France)
UK nationals living in France need to make sure they are paying the right taxes in the right country –…
Potential French tax reforms could boost expat appeal
Following election promises to aid business growth and simplify taxation on financial assets and income, President Macron has presented various…
Where do the British like to retire to in Europe? #2: Malta
In our second in this series, we take a look at why Malta features as one of Europe’s most popular…
Moving to or leaving France? When to sell a main home
Whether moving abroad or repatriating to the UK, Britons often delay selling their home until they have bought a replacement…
Reprieve for tax-free pensions in Portugal
Despite wide speculation about reform of Portugal’s highly generous non-habitual residency (NHR) tax regime, the Portuguese government announced their 2018…
Tax disparities between Spain’s autonomous communities
The decentralised system of government in Spain means the regions are generally able to set their own rules, rates and…
Is there a limited time to secure tax-free pensions in Portugal?
With speculation about a change to non-habitual residency rules in Portugal, is there a limited time to lock in tax-free…
Moving to Portugal – The tax and financial essentials
There can be tax and estate planning advantages to living in Portugal. Its non-habitual resident regime can offer even more…
Substantial reduction for succession tax in Andalucía
Andalucía is about to become an even more attractive region to live in. Once confirmed in the 2018 regional budget,…
Brexit talks offer more certainty on citizens’ rights
What has been agreed in the latest round of Brexit negotiations on freedom of movement, healthcare, pensions and other expatriate…
The adhesive nature of domicile
Understanding domicile is an important element of estate planning for British expatriates. The rules are complex and catch many people…
New, additional Cyprus residence test
The Cyprus Parliament has voted an addition to their current simple ‘183 days’ residence test to include an additional three…
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