Loading...

Are your investments suitable for you?

A tailor-made strategic approach built around your aims, time horizon and risk appetite is key for the success of your investment portfolio.

Delaying registering for healthcare in France could save tax on your pension

French tax on pension lump sums can be very low in certain circumstances. If you can avoid social charges it will be even lower.

Is there a limited time to secure tax-free pensions in Portugal?

With speculation about a change to non-habitual residency rules in Portugal, is there a limited time to lock in tax-free UK pension income?

Moving to Portugal – The tax and financial essentials

There can be tax and estate planning advantages to living in Portugal. Its non-habitual resident regime can offer even more benefits.

Substantial reduction for succession tax in Andalucía

Andalucia has announced a major tax reform for 2018 which would substantially reduce succession tax for your spouse and children.

The adhesive nature of domicile

Understanding domicile is an important element of estate planning for British expatriates. The rules are complex and catch many people out

Major tax reforms in France

The France 2018 budget includes significant changes to how investment income and assets are taxed, including reducing wealth tax.

‘Brussels IV’ and Portugal: How to ensure your legacy goes to the right place

‘Brussels IV’ lets expats override Portugal’s succession law to ensure their estate goes to chosen heirs – but beware the tax consequences.

Taxation in France – Expected reforms for investment assets

French taxation on investment assets may soon improve, if President Macron goes ahead with his promised tax reforms.

Record number of renounced inheritances in Spain

Why are 10% of people renouncing their inheritance in Spain? Set up an effective estate plan to protect your heirs from succession tax.

Pages