Why retirement planning matters at any age

It’s never too early to start retirement planning, but the closer you get, the more it pays to focus on…

Pensions and taxes – what you need to know in France

It is important to understand how your UK pensions are taxed when living in France. In fact, you may have…

Managing your investments when living in France

Are your investments suitable for your life in France? Your combined investment portfolio should be specifically structured around your risk…

Spain’s new Digital Nomad Visa – who’s eligible and the tax benefits

Spain’s Digital Nomad Visa allows those who work remotely to live in Spain for a few years, and also provides…

Are your savings and investments suitable for you today and your future plans?

Investment planning can help to determine whether your savings and portfolio are held in a way that is suitable for…

How are your savings protected? Bank deposit guarantee schemes

Bank deposit guarantee schemes – EU banks provide a deposit guarantee of up to €100,000, and the UK has a…

UK Spring Budget 2023 – the pensions lifetime allowance is abolished

The surprise announcement that the UK pensions lifetime allowance is being abolished was welcome news for those with larger pensions…

Portugal capital gains tax on property

How much Portugal capital gains tax will you be liable for when you sell a property?  Residents are liable to…

Modelo 720 March deadline – What do you need to do?

Modelo 720 – or Form 720 – is an online declaration Spanish residents may need to complete each year.

The cost of living longer

The cost of living longer can be a concern with today’s increased life expectancy. With retirement potentially lasting decades, how…

What is Spain’s new solidarity tax?

Spain’s solidarity tax on large fortunes is a temporary tax imposed on the wealthiest residents to help the government deal…

The UK State Pensions and voluntary National Insurance contributions – changes from 2023.

We recommend that anyone under the UK State Pension age check their entitlement before July this year.  From 1 August…

Determining and proving domicile

Domicile is a very important issue for British expatriates.  You remain liable to UK inheritance tax on your worldwide assets…

Spanish tax – what has changed for 2023?

The Spanish tax regime in 2023 is very different from the UK’s and can be complicated. On first arriving in…

Tax and estate planning in France – is yours up to date for 2023?

Tax and estate planning for living in France is best left in the hands of the experts, providing a holistic…

Spanish taxation in 2023 – How do the changes affect you? (Andalucía version)

What you need to know about Andalucía tax in 2023.  Wealth tax has been abolished and income taxes reduced.  The…