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Using this time to look after your financial welbeing

Using this time to look after your financial wellbeing

With full Brexit still due in 2021, UK expatriates can benefit from using time in lockdown to review their residence, tax, pensions and estate planning.

French taxation in 2020

See the French residence rules and 2020 tax rates for income and investments, social charges, wealth tax and succession tax in France.

Mallorca property

The tax implications of owning property in Mallorca

How much are Spanish taxes when buying, letting and selling property in Mallorca, including stamp duty, capital gains, income and wealth taxes?

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.

Tax planning written on a pad by a calculator

Four key benefits of effective tax planning

As well as a lower tax bill for you and your heirs, tax planning can help provide estate planning advantages and boost investment returns.

Watch and key on investment paper; time in not timing the market

Investing for the long-term: Why time in the market matters

When investing, a long-term, diversified strategy – time in, not timing, the market – helps smooth out volatility and provide better overall returns.

Preparing your finances for the unexpected

How can you prepare your investments, tax and estate planning for today's volatile times and best protect against life's unknowns?

Woman submitting a French tax return on a laptop

France tax return time – are you correctly declaring your worldwide income?

Despite current circumstances, French residents still need to submit their annual tax returns for worldwide income in June.

Scales and gavel; France lawful vs tax residence

Understanding ‘lawful’ and ‘tax’ residence in France

With the Brexit clock still ticking, it’s crucial for UK nationals living in France to know the difference between ‘lawful’ and ‘tax’ residence.

Preparing your finances for the unexpected when living in France

How can expatriates in France prepare investments, tax planning and estate planning for volatile times and protect against life’s unknowns?

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