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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.

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?

Toulouse view; how UK assets are taxed in France

How is income from UK assets taxed in France?

Is it tax-efficient for UK expatriates to keep hold of UK assets like bank accounts, shares, property, bonds and pensions if living in France?

France’s 2020 budget introduces an income tax cut

What changes does France’s 2020 budget propose for French tax on income, investments, real estate and assurance-vie policies?

Spanish villa; how much Spanish wealth tax will you pay?

How much wealth tax will you pay in Spain?

Wealth tax is a concern for high net worth residents in Spain, but with specialist advice you can often legitimately limit its effects.

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