Portugal river view; Residency & tax planning when moving to Portugal

Think beyond residency when planning your life for Portugal

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

What expatriates can and can’t do with UK pensions in France

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

Why effective tax planning is so important

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.

Toulouse view; how UK assets are taxed in France

How is income from UK assets taxed in France?

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?

Six things you need to know about pensions today

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

France’s 2020 budget introduces an income tax cut

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

A multi-generation family looking happy and relaxed; estate planning for Cyprus

Estate planning in Cyprus. Will you have control and certainty?

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.

Spanish villa; how much Spanish wealth tax will you pay?

How much wealth tax will you pay in Spain?

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

Downsizing your home needn’t mean short-changing your heirs

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.