Estate planning for France. How will succession tax affect your family?

Estate planning in France is complex and succession taxes can be high. Understand how heirs are affected and take steps…

What you should know about succession tax in the Balearics

Britons living in Mallorca and Menorca need to understand local succession rules to ensure their legacy goes to the right…

Will your family benefit from the new UK inheritance tax threshold?

The new main home residential nil rate band for inheritance tax starts in April 2017. Will your family receive a…

Retiring in the Balearics? Make sure your money lasts as long as you do

Taking the right steps now can help you stretch your retirement income to afford the lifestyle you want in Mallorca…

Inheriting pensions in France

A recent case study from one of our Partners in France highlights how important it is for British expatriates to…

How does French succession law impact your family?

France imposes forced heirship, so you cannot freely divide your estate as you wish. You can now use Brussels IV…

Your last will and testament (France)

France imposes forced heirship, so you cannot use your will to leave assets freely. However under Brussels IV you can…

Estate planning for France – Will your family be treated the way you want them to?

Estate planning in France is made far more challenging by ‘forced heirship’ succession law and inheritance tax rates of up…

Is your tax and wealth management in shape for Cyprus in 2017?

The New Year is a good time to review your financial planning for Cyprus. Is it up to date? There…

Is your tax and wealth management in shape for France in 2017?

The New Year is a good time to review your financial planning for France. Is it up to date? There…

Is your tax and wealth management in shape for Spain in 2017?

The New Year is a good time to review your financial planning for Spain. There are various elements you should…

Your last will and testament and living in Portugal

UK nationals living in Portugal need to understand local succession laws and should consider writing two wills to ensure their…

What Will Happen To Your Legacy? Estate Planning For Expatriates In Mallorca

How will your wealth be passed down to your children, grandchildren and other chosen heirs? How will they handle your…

Changes To UK’s Domicile Rules

Proposed new domicile rules may affect Britons leaving the UK or returning after living abroad and could potentially undo previous…

Make sure your money lasts as long as you do

As life expectancy increases, so does the length of time needed to stretch your income in retirement. Taking the right…

Estate planning in Mallorca: Will you have control and certainty?

If you have moved to Mallorca it is important to review your estate planning to take the Spanish succession tax…