Review your financial planning as a New Year resolution

If you’re wondering what your New Year resolution should be, why not choose to review your financial planning? Take time…

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

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

Living in Cyprus and thinking of selling your UK property? Weigh up the pros and cons

We’ve been getting enquiries from expatriates living in Cyprus who are thinking of selling their UK property. What are the…

Estate planning issues in France – frequently asked questions

In this article we aim to tackle several frequently asked questions related to estate planning in France, where tax and…

UK inheritance tax collection reaches £6 billion – will your family be affected?

The UK inheritance tax (IHT) haul continues to set new records as it rakes in £6bn for 2021. This 19%…

French succession law – new forced heirship rules

In August, France approved changes to succession law  which will affect the forced heirship rules applied on French assets. It…

Why retirement planning matters at any age

Asking key questions about retirement planning and understanding your pension options can help get you on track for your dream…

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…

Tax-efficient investment in France – the benefits of assurance-vie

Assurance-vie policies offer tax and estate planning advantages. Many expatriates find them valuable for providing tax-efficient income while  protecting their…

Five questions to help future-proof your legacy in Portugal

Expatriates in Portugal need to understand local succession rules and inheritance taxes to ensure their estate passes to chosen heirs…

How to retire abroad with financial peace of mind

If you’re retiring to Europe, be prepared to adjust your savings and investments, tax, pensions and estate planning to suit…

Retiring in Cyprus with financial peace of mind

Cyprus offers great appeal for a retirement in the sun, but be prepared to make some changes to protect your…

Five things you should know about estate planning in Portugal

If you live in Portugal or have Portuguese assets, make sure your estate passes to chosen heirs by understanding local…

Think beyond residency when planning your life in Portugal

While becoming resident is a key step in setting up home in Portugal, don’t forget to adjust your tax, investments,…

Succession issues in France – how is your family affected?

French succession law and tax work differently to the UK, including forced heirship and complex tax rules. See the key…

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