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View of Barcelona; Review financial planning for Spain for 2020

Strategic financial planning for 2020 in Spain

If you’re living in Spain, check your residence, tax position, estate planning and financial structuring are all on track to suit your family.

View of Eiffel Tower in France; 2020 French budget is confirmed

France’s budget for 2020 is confirmed

How will France’s 2020 budget affect social charges, wealth tax and French income tax on investments, real estate and assurance-vie policies?

Avignon bridge, France; Review financial planning for France for 2020

Strategic financial planning for 2020 in France

If you’re living in France, check your residence, tax position, estate planning and financial structuring are all on track to suit your family.

Resolve to review your financial planning for 2020

Take time to check your tax planning, investments, pensions and estate planning are all on track to protect your family’s long-term wealth.

Investing in property vs investing in capital investments when living in France

Is it more tax-efficient to invest in property or shares and bonds when living in France? We explore the tax liabilities and other implications.

Lisbon scene; 2019 review for UK expatriates in Portugal

What did 2019 bring for UK nationals in Portugal?

What happened in 2019 in the world of Portuguese tax, UK tax, global markets and Brexit that may have affected UK nationals living in Portugal?

Gavel on a page saying 'Tax Law'; Residence rules and tax obligations

Right place, wrong taxes: Residence rules and your tax obligations

UK nationals living abroad need to take care to understand residence rules and get their tax planning right or it could prove costly.

Three mistakes to avoid when estate planning for Portugal

Expatriates living in Portugal need to review their estate planning to ensure their legacy will pass to chosen heirs without an unnecessary tax bill.

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?

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