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,…

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…

Does your estate planning in Spain provide control and certainty?

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

Understanding and avoiding French succession law

In France, children are protected heirs but spouses have few rights. Estate planning tools like Brussels IV may help avoid…

Protecting your wealth and financial security in Spain

Threats to your retirement savings include inflation, investment risk and taxation but with specialist advice you can protect against them.

How to make things easier for your family and heirs

With a Power of Attorney, updated wills and tax planning in place, you can make things easier for your family,…

‘Brussels IV’ and Portugal: How to ensure your legacy goes to the right place

Expatriates can override Portuguese forced heirship rules and ensure their estate goes to chosen heirs by applying ‘Brussels IV’ in…

Planning for the long-term in a post-Brexit world

As Brexit approaches, see how you can plan to protect your wealth, maximise your pensions and legacy, and prepare as…

Review your finances for the new year

New year is a good time to check your tax, savings, pension and estate planning are on track to meet…

Take time to review your finances for Portugal

Expatriates should review their residency, tax, property, estate planning and pension options to make the most of today’s opportunities.

Can you afford the cost of living longer?

Today’s life expectancy means retirement could last decades. How can you make your savings, investments and pensions last as long…

Make time to future-proof your legacy in France

By understanding how French succession tax and law will affect chosen heirs, British expatriates can take steps to protect their…