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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.

Eiffel Tower in France

New French residence portal for Britons in case of no-deal Brexit

The French government has launched an online portal to make it easier for UK nationals to secure residence if there’s a no-deal Brexit.

Five things expatriates need to know about UK inheritance tax

While domicile and property can affect inheritance tax liability, available reliefs can prevent your heirs from paying more tax than necessary.

It’s time in the market – not timing the market – that reaps rewards

When investing, a long-term, diversified strategy usually brings better overall returns than chasing short-term gains.

Living in France? Make sure your money lasts as long as you do

If you’re living in France or plan to retire there, how can you ensure your pensions, savings and investments last your lifetime?

What UK homeowners in Portugal need to know about capital gains tax

If you sell a UK property while living in Portugal, you could face capital gains tax in both countries, so make sure you understand the rules.

French social charges in 2019

Social charges apply to most income in France but recent rule changes may benefit expatriate retirees in France and non-residents with French assets.

Is time running out for tax-free pension transfers?

If you have chosen to retire in Europe, review your QROPS and pension transfer options now before Brexit potentially changes the rules.

Owning Spanish property through a company – times have changed

If you’re thinking of using a company to own Spanish property, understand the consequences as the tax rules have changed in recent years.

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