An introduction to taxes in Portugal

Taxes in Portugal are much kinder than in some other parts of Europe and a big incentive to UK nationals…

Reduce your tax liabilities in Spain with effective planning

Tax liabilities in Spain needn’t be a cause of worry if you are planning to move or already living there.…

The multi-manager investment approach – specialists vs generalists

Multi-manager investment enables your portfolio to be managed by several different fund managers, each selected for their expertise in specific…

Does your legacy planning in Portugal provide control and certainty?

Careful legacy planning in Portugal becomes important when you move there. Ensure your estate planning is up to date and…

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…

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…

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.…

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…