Articles

Getting your tax, pensions, wealth management and estate planning right in advance will make moving to Portugal easier – and save you money.

What are the current options for different UK pensions in France and how can expatriates find the most tax-efficient and beneficial approach?

If you overlook tax planning, you could invite a higher bill tax than necessary on your savings, investments and assets, for you and your heirs.

Is it tax-efficient for UK expatriates to keep hold of UK assets like bank accounts, shares, property, bonds and pensions if living in France?

Despite ongoing Brexit and political uncertainty, expatriates can still find beneficial opportunities when it comes to UK pensions.

What changes does France’s 2020 budget propose for French tax on income, investments, real estate and assurance-vie policies?

If you’re retiring to Europe, be prepared to adjust your savings and investments, tax, pensions and estate planning to suit your new life abroad.

Expatriates in Cyprus can take steps to ensure the right money passes to the right hands at the right time in the most tax-efficient way.

Wealth tax is a concern for high net worth residents in Spain, but with specialist advice you can often legitimately limit its effects.

With careful planning, it is possible to scale down the size of property to unlock retirement funds and still leave a lasting legacy for your family.