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…

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…

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…

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,…

3 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…

Does your estate planning in Portugal provide control and certainty?

Expatriates in Portugal can take steps to ensure the right money passes to the right hands at the right time…

Using this time to look after your financial wellbeing

With full Brexit still due in 2021, UK expatriates can benefit from using time in lockdown to review their residence,…

Preparing your finances for the unexpected

How can you prepare your investments, tax and estate planning for today’s volatile times and best protect against life’s unknowns?

Preparing your finances for the unexpected when living in France

How can expatriates in France prepare investments, tax planning and estate planning for volatile times and protect against life’s unknowns?

Five things expatriates need to know about UK inheritance tax

While domicile and property can affect inheritance tax liability, available reliefs can prevent your heirs from paying more tax than…

Living in France? Make sure your money lasts as long as you do

If you’re living in France or plan to retire there, how can you ensure your pensions, savings and investments last…

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