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…

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…