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Planning a tax-efficient move to Spain

If you’re moving to Spain, you need to understand how local income tax, wealth tax and succession and gift taxes may affect you and your heirs.

The financial benefits of living in Cyprus

There are many tax advantages to living in Cyprus: special rates for foreign pensions, an exemption for interest in many cases and no inheritance tax.

Six tips for getting your pensions strategy right, first time

With so many UK pension options for expatriates and Brexit looming, quality pensions advice is crucial. See 6 tips on how to get the best results.

Understanding and avoiding French succession law

In France, children are protected heirs but spouses have few rights. Estate planning tools like Brussels IV may help avoid succession law restrictions.

Spain cannot discriminate against non-EU/EEA countries for succession and gift tax

Spanish inheritance tax no longer discriminates against non-EU residents and assets – welcome news for UK nationals with Brexit approaching.

Seven things you need to consider when moving to France

With early and careful planning, you can make the most of tax-efficient opportunities when moving to France or buying a French property.

Should you keep hold of UK investments in Portugal?

Expatriates often keep UK investments like Premium Bonds, ISAs, savings accounts, shares and bonds, but are they suitable for Portugal?

Estate planning for UK nationals in Spain

If you’re living in Spain, your estate planning must consider wills, Spanish succession law, Spanish inheritance tax and UK inheritance tax.

Hands held protectively round plant shot to symbolise protecting wealth

How are your savings protected?

What level of protection do your savings have if a bank or financial institution fails? There are compensation schemes but they have limits.

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