How UK investments are taxed in Spain

How are UK investments taxed in Spain? And is it worth reviewing the current structures of your assets to see…

Succession law and tax in France – how is your family affected?

Succession law in France works very different to what you may be familiar with in the UK and imposes forced…

Buying and selling property in France – frequently asked questions

Are you thinking of buying or selling property in France? Have you been made aware of the process, the tax…

Essential steps to take before and after retiring to France

Retiring to France can present a long list of jobs to get through in the process. While there are immediate…

Do you still have bank accounts, or savings and investments, in the UK?

UK-based banks continue to ask EU-resident clients to close their accounts following Brexit, and now National Savings & Investments is…

Capital gains tax in Cyprus – an attractive tax regime

Cyprus capital gains tax is only charged on the sale of Cyprus property. Gains from shares and the sale of…

French social charges – what you need to know in 2022

French social charges are additional to income tax, and are applied to employment, pension, and investment income. Has anything changed…

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…

Modelo 720 – the new, improved penalty regime

The Modelo 720 penalty regime has been amended to much more acceptable levels following a ruling by the European Court…

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…

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

Plan for a successful retirement in Spain by following these 8 keys steps to take before and after your move. …

Portuguese Draft State Budget 2022 – what’s the plan?

The Portuguese draft state budget (DSB/2022) has been released by the newly formed government headed by Prime Minister Antonio Costa.

Inheritance tax in the Canary Islands. How does it affect your family?

If you live in Spain, and intend to remain there for the foreseeable future, you need to be prepared for…

Andalucía’s succession planning benefits

There are so many benefits to living in Southern Spain, but, as with anywhere, there are both pros and cons.…

Time to submit your French income tax return

French income tax returns are due in May/early June 2022. Find out the deadlines, rates, and what French residents and…

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…