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…

4 key benefits of effective tax planning

As well as a lower tax bill for you and your heirs, strategic, effective tax planning can help provide estate…

Optimising tax efficiency for UK investments in Portugal

Tax efficiency for UK investments in Portugal is an important consideration for expatriates who have yet to review their existing…

Considerations for buying a property in Spain

As you consider purchasing a property in Spain, it is important to be mindful of the expenses that go beyond…

The new UK tax year – lifetime allowance abolished and other tax updates

The UK tax year started on 6 April, so how will this impact your pocket? UK tax changes can affect…

Does the new UK tax year affect you when living in Cyprus?

The new UK tax year started on 6 April, so how will this impact your pocket? UK tax changes can…

Too good to be true?

Are the investments being offered to you a little too good to be true? We look at some past examples…

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…