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…

UK Chancellor’s Spring Budget 2022

Chancellor of the exchequer, Rishi Sunak, announced the Spring Budget on 23 March 2022. Although the statement does not present…

Moving to Portugal tax efficiently

Moving to Portugal is an exciting way to spend your retirement, but did you know it can also offer tax-efficient…

Inheritance planning in France – what you need to know today

Inheritance planning always needs careful consideration, but even more so if you live or own assets in France where the…

Take control of your finances in an uncertain world

Take steps to control your financial future.  For peace of mind, it’s worth spending a bit of time to review…

Valuing property for tax purposes – Spain’s new reference value of the cadastre

A property’s value plays a key role in determining various tax liabilities, particularly wealth tax, transfer tax, stamp duty, and…

How significant is the impact of inflation on your savings?

Inflation is surging in both the EU and the UK. Since even low levels can impact your savings over the…

How much capital gains tax will you pay in Portugal?

If you are resident in Portugal, you will be liable for Portuguese capital gains tax when you sell a property…

How is income from UK assets taxed in France?

How is income sourced from the UK taxed in France, and is it tax-efficient for UK expatriates to keep hold…

A year on from Brexit – what has changed for UK nationals in Portugal?

Portugal – a year after Brexit. What changes have we seen in the last 12 months that could affect British…

Why you need to know where you are domiciled

Where you are domiciled has a substantial effect on your estate planning, as it determines whether or not your worldwide…

Do you know where you are domiciled? Are you sure?

Many British expatriates remain UK-domiciled without realising it, leaving their estate exposed to UK inheritance tax rates of 40%. Get…