Why effective tax planning is so rewarding

Effective tax planning provides many benefits for yourself and your heirs. As well as lower tax bills, it can help…

Buying property in Portugal – six tax considerations

When buying property in Portugal, whether as your main home, holiday home or as an investment,  first research and understand…

UK inheritance tax vs French succession tax, at a time of change

These are rather interesting times for British expatriates in France, with the momentous July elections on both sides of the…

How UK pensions are taxed in Portugal

Updated 28 August 2024 with the new income tax rates   If you’re retiring to Portugal, how will your UK…

How are UK pensions taxed in France?

First published in French Property News   UK pensions in France are typically taxed under the double taxation treaty, but…

Key financial planning steps on your retirement journey in France

Are you fulfilling your dream of enjoying your retirement years in France?   Whether you are in the planning stages and…

Moving to Portugal: 7 tax-saving considerations

With early and careful planning, you can make the most of tax-efficient opportunities when moving to Portugal or buying Portuguese…

Retirement in Spain – 8 key steps to take before and after your move

Retirement in Spain remains popular among British nationals, and with very good reason – there are so many benefits to…

UK Premium Bonds and British expatriates

Premium bonds have been a popular savings arrangement in the UK for decades, and millions of people of all ages…

The multi-manager investment approach – specialists vs generalists

Multi-manager investment enables your portfolio to be managed by several different fund managers, each selected for their expertise in specific…

The results of the UK general election.
All change at Downing Street, but what about tax and pensions?

For the UK general election, tax and pensions are the focus of many expatriates. But, what changes can we expect…

Planning a tax-efficient return to the UK

British expatriates waiting to return to the UK after living overseas will benefit from carefully reviewing tax planning, residency, pension,…

Tax on UK pensions in Cyprus

How much Cyprus tax will you pay on your UK pensions and retirement savings?  If you’ve recently retired there or…

To QROPS or not to QROPS in France

Have you heard about the benefits of QROPS in France? You’ve come to the end of your working life and…

UK General Election – how the result could impact tax and pensions

With the UK General Election fast approaching, we look at the tax and pension elements contained in the Conservative and…