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UK budget 2024 – Painful taxing times ahead?

The Labour government’s first budget will be announced on 30 October.  While the Chancellor has promised not to increase income…

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01.10.24
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…

23.03.22 Read
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…

22.03.22 Read
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…

14.03.22 Read
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…

28.02.22 Read
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…

24.02.22 Read
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…

23.02.22 Read
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…

11.02.22 Read
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…

26.01.22 Read
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…

24.01.22 Read
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…

23.01.22 Read
Spain a year after Brexit – Changes to be aware of

A year after Brexit – what has changed for those living in Spain? While British expatriates continue to enjoy the…

18.01.22 Read
Tax reforms in Andalucía will reduce tax liabilities from 2022

Tax reforms in Andalucía will reduce income tax and succession tax liabilities for local taxpayers from 2022.

14.12.21 Read
Make your money last as long as you do: 5 questions to consider

Help ensure your pensions, savings and investments will provide financial security in retirement by asking 5 key questions.

13.12.21 Read
Investing in real estate vs capital investments when living in France

There are pros and cons when weighing up real estate vs capital investments. Many people who have capital to invest…

13.12.21 Read
UK Autumn Budget 2021 – A focus on economic recovery

The UK autumn budget, the Chancellor’s second budget of the year, was notably lacking any significant changes to Qualifying Recognised…

03.11.21 Read
UK inheritance tax collection reaches £6 billion – will your family be affected?

The UK inheritance tax (IHT) haul continues to set new records as it rakes in £6bn for 2021. This 19%…

12.10.21 Read
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