Determining and proving domicile

Domicile is a very important issue for British expatriates.  You remain liable to UK inheritance tax on your worldwide assets…

Spanish succession tax update – some good news

There is some welcome news for succession tax in Spain.  Valenciana and the Balearics have followed Andalucía, Murcia, and Madrid in…

Estate planning for UK nationals in Spain

It’s important for UK nationals to review their estate planning and wills once they are living in Spain. You need…

Thinking of relocating to Cyprus? How much tax could you save?

Cyprus tax differs from the UK in many ways – offering several benefits for those looking to relocate there.

More families than ever caught in the UK inheritance tax net

The 2022/23 tax year proved to be yet another record year for UK inheritance tax (IHT) receipts. This is expected…

Estate planning in Portugal – ensuring a tax-efficient legacy for your family

Estate planning in Portugal differs from handling affairs in the UK. Portugal’s enforcement of forced heirship can potentially challenge the…

Why retirement planning matters at any age

It’s never too early to start retirement planning, but the closer you get, the more it pays to focus on…

The cost of living longer

The cost of living longer can be a concern with today’s increased life expectancy. With retirement potentially lasting decades, how…

Tax and estate planning in France – is yours up to date for 2023?

Tax and estate planning for living in France is best left in the hands of the experts, providing a holistic…

UK inheritance tax and domicile – what you need to know today

UK inheritance tax follows you around the world since it’s based on domicile, not residence. You could live abroad long…

Estate planning in Portugal – five things you should know about inheritance

Estate planning in Portugal may not be as complex as in some European countries, but if you live in Portugal…

Does your legacy planning in Portugal provide control and certainty?

Careful legacy planning in Portugal becomes important when you move there. Ensure your estate planning is up to date and…

Succession law and tax in France – how is your family affected?

Succession law in France works very different to what you may be familiar with in the UK and imposes forced…

Inheritance tax in the Canary Islands. How does it affect your family?

If you live in Spain, and intend to remain there for the foreseeable future, you need to be prepared for…

Andalucía’s succession planning benefits

There are so many benefits to living in Southern Spain, but, as with anywhere, there are both pros and cons.…

Inheritance planning in France – what you need to know today

Inheritance planning always needs careful consideration, but even more so if you live or own assets in France where the…