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The countdown to April 2027: UK pensions, inheritance tax and opportunities for expatriates
A major change to how pensions are taxed on death is now just months away. Pension funds that have traditionally sat outside the inheritance tax net...
07.09.26 Read
Pension Transfer Rules Confirmed. How Does This Affect You?
The Financial Conduct Authority in the UK has confirmed its rules on pension transfer advice. There is no exception for…
Tax Residence In Spain
Tax planning is a key step for people moving to or recently arrived in Spain, particularly for your investment capital,…
Interest Rates Remain Low For Now
The Bank of England and European Central Bank both kept interest rates on hold at their June monetary policy meetings. …
The New World Of Exchange Of Information And France
It is the end of financial privacy. Financial institutions around the world will start collecting data on their international clients…
Swiss EU Deal To End Banking Secrecy
Switzerland and the EU have signed a major accord to automatically exchange information on the financial accounts of each other's…
The New UK Pension Regime And Expatriates In Spain
The new UK “pension freedom” provides new opportunities for retirees, depending on the type of pension. This is a significant…
Living In France, Working In UK
Many people who dream of buying property and living in France have to wait until they retire. Another option may…
Tax Residence In Portugal
Tax planning is a key step for people moving to or recently arrived in Portugal, particularly for your investment capital,…
Tax And Pensions Following The UK Election
Now that the dust has settled on the UK elections, what does the result mean for tax and pensions? UK…
UK Pensions And France. What Can And Can?t You Do?
We are now in the new age of UK pensions, where you have complete freedom to do whatever you wish…
Spanish Wealth Tax. How Does It Affect You And What Can You Do?
Wealth tax is an annual tax, payable on the total value of your taxable assets as at 31st December. However…
Another Crackdown On QROPS
In the latest crackdown on QROPS, HMRC sent a letter to all global QROPS providers seeking confirmation that they are…
Succession Planning In Spain
You need to plan to ensure that the right people benefit from your estate, and to reduce the amount of…
Getting The Most Out Of Living In Portugal
There are many attractions to living in Portugal, but what can surprise people is that taxation can be one of…
Living In Cyprus – The Tax and Financial Essentials
It is not difficult to appreciate why so many people fall in love with Cyprus and consider making it their…
UK Steps Up Fight Against Tax Evasion
The UK government has been steadily cracking down on offshore tax evasion for years, arming HM Revenue & Customs with…
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