Creating and maintaining a successful investment plan

Whether you’re looking to invest new capital or refresh neglected savings and investments, how should you create and maintain a…

UK inheritance tax continues to break records

More families than ever are caught in the UK inheritance tax net and tax bills keep rising. With the thresholds…

Returning to UK: The importance of timing and strategic planning

If you are returning to UK after being resident overseas, or expect to do so in the future, early and…

Make your money last as long as you do: 5 questions to ask

Help ensure your pensions, savings and investments will provide financial security in retirement by asking 5 key questions.

Modelo 720 March deadline – What do you need to do?

Modelo 720 – or Form 720 – is an online declaration Spanish residents may need to complete each year.

UK tax reforms: What you need to know if you live in Portugal or plan to move there

It’s a new era in the UK, with the autumn budget introducing a raft of tax reforms.

Moving to Portugal from UK – residency and taxation

This article offers some key information for moving to Portugal from UK, specifically regarding visa application and how to manage…

How UK investments are taxed in Portugal

Many British expatriates living in Portugal continue to hold the same savings and investments they had in the UK, even…

Succession and inheritance tax revisited – France

What succession and inheritance tax issues do British expatriates in France need to be aware of right now?  French succession…

Planning a secure retirement in France

Planning your retirement in France? Be sure to review your strategy early in order to minimise your tax liabilities whilst…

Proposals to improve housing accessibility in Spain include tax increases on non-EU property buyers

Spanish Prime Minister, Pedro Sánchez, unveiled a plan of 12 measures on 13 January 2025, aimed at tackling the issue…

UK tax in 2025 and beyond, and implications for expatriates in France.

The last three months of 2024 were pivotal for 2025 taxation, with important announcements in the UK budget and failed…

Spain golden visa abolished – how does this impact UK nationals?

The Spanish government has voted to end Spain’s golden visa. When the amended law comes into force on 3 April…

UK tax in 2025 and beyond
What British expatriates in Spain need to know.

The UK tax reforms announced in the autumn budget extend beyond the UK to impact UK nationals living in Spain.…

Strategic financial planning for a life in Spain

Review your financial planning for Spain to ensure it is on the right path, and that your savings and investments…