Pensions and taxes – what you need to know in France

It is important to understand how your UK pensions are taxed when living in France. In fact, you may have…

Are your savings and investments suitable for you today and your future plans?

Investment planning can help to determine whether your savings and portfolio are held in a way that is suitable for…

How are your savings protected? Bank deposit guarantee schemes

Bank deposit guarantee schemes – EU banks provide a deposit guarantee of up to €100,000, and the UK has a…

UK Spring Budget 2023 – the pensions lifetime allowance is abolished

The surprise announcement that the UK pensions lifetime allowance is being abolished was welcome news for those with larger pensions…

Portugal capital gains tax on property

How much Portugal capital gains tax will you be liable for when you sell a property?  Residents are liable to…

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…

What is Spain’s new solidarity tax?

Spain’s solidarity tax on large fortunes is a temporary tax imposed on the wealthiest residents to help the government deal…

The UK State Pensions and voluntary National Insurance contributions – changes from 2023.

We recommend that anyone under the UK State Pension age check their entitlement before July this year.  From 1 August…

Spanish tax – what has changed for 2023?

The Spanish tax regime in 2023 is very different from the UK’s and can be complicated. On first arriving in…

Tax and estate planning in France – is yours up to date for 2023?

Tax and estate planning for living in France is best left in the hands of the experts, providing a holistic…

Spanish taxation in 2023 – How do the changes affect you? (Andalucía version)

What you need to know about Andalucía tax in 2023.  Wealth tax has been abolished and income taxes reduced.  The…

Key financial planning steps on your retirement journey in France

Are you fulfilling your dream of enjoying your retirement years in France?   Whether you’re in the planning stages and looking…

UK autumn budget 2022

Having taken the decision to scrap the previous mini budget released in September, Chancellor of the Exchequer Jeremy Hunt released…

Spain’s 2023 budget and tax plans

Spain’s 2023 budget – both the state and autonomous community regional governments have been busy planning their budgets for next…

Understanding UK pensions – 6 key things you need to know

Understanding pensions can be a little difficult with all of the complexities involved. This article briefly clarifies six key things…

Portuguese Draft State Budget 2023

Portuguese finance minister, Fernando Medina, delivered his Draft State Budget for 2023 on 10 October. In terms of taxation, the…