Determining and proving domicile

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

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…

Retiring to France after Brexit – obtaining visas and navigating the financial landscape

Retiring to France after Brexit may feel like a challenge, but the process can still be relatively seamless if you…

Moving to Portugal? The tax and wealth management essentials to know before you go

Moving to Portugal proves very rewarding for many people, for a whole variety of reasons.  While quality of life is…

Thinking of relocating to Cyprus? How much tax could you save?

Cyprus tax differs from the UK in many ways – offering several benefits for those looking to relocate there.

Making a home in Spain? Five financial essentials to consider

Making a new home in Spain? If you are quite new to living in Spain or in the process of…

Mastering tax efficiency – navigating tax responsibilities when relocating to Portugal

Tax efficiency Portugal – When it comes to financial planning after a move to Portugal, ensuring proper tax management should…

Taking your UK pension in Spain – tax and advisory issues to be aware of

When taking your UK pension in Spain you need to explore the options available to you as an expatriate and…

Moving to and living in France tax-efficiently

If moving to France or already living there, make sure you understand how French income tax, wealth tax, and inheritance…

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…

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…

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…