Take control of your finances in an uncertain world

Take steps to control your financial future.  For peace of mind, it’s worth spending a bit of time to review…

Valuing property for tax purposes – Spain’s new reference value of the cadastre

A property’s value plays a key role in determining various tax liabilities, particularly wealth tax, transfer tax, stamp duty, and…

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…

Tax reforms in Andalucía will reduce tax liabilities from 2022

Tax reforms in Andalucía will reduce income tax and succession tax liabilities for local taxpayers from 2022.

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…

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

Planning for your life in Portugal? While becoming resident is a key step in setting up home in Portugal, don’t…

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…

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,…