Protect your pensions and retirement savings for the long-term

Protecting your pensions and savings is essential to safeguarding the money you have set aside for a comfortable retirement. Here,…

ESG investing – earning returns while helping the environment and society

Opting for ESG investing means directing your funds towards companies committed to improving the world. This ethical investment approach allows…

Modelo 720 March deadline – What do you need to do?

Modelo 720 – or Form 720 – is an online declaration Spanish residents may need to complete each year.

Choosing a financial adviser for your life abroad

Choosing a financial adviser is the first step to take when reviewing your wealth management for living abroad. This will…

Financial planning for France in 2024

Here we are, at the start of the new year, wondering what it will bring.  The last few years have…

Tax freedom day – how much of your income do you lose to tax?

Tax freedom day varies greatly by country, but good tax planning can help reduce your tax burden, wherever you live.…

Reviewing your financial planning for Cyprus in 2024 and beyond

Is your financial planning suitable for living in Cyprus and on track to protect the long-term financial security for you…

Review your financial planning for 2024

Is your financial planning up-to-date for 2024? Take a little time now to check your tax planning, investments, pensions and…

Making a home in Spain? Five financial essentials to consider

Making a new home in Spain? If you are quite new to living in Spain or in the process of…

Inflation update and planning ahead to protect our savings

Our inflation update looks at how the costs of living is faring now in Europe, after two years of high…

Developing your investment strategy

Developing an effective investment strategy is essential for increasing your chances of earning positive returns.

Retiring to France after Brexit – obtaining visas and navigating the financial landscape

Retiring to France after Brexit may feel like a challenge, but the process can still be relatively seamless if you…

Moving to Portugal? The tax and wealth management essentials to know before you go

Moving to Portugal proves very rewarding for many people, for a whole variety of reasons.  While quality of life is…

Taking your UK pension in Spain – tax and advisory issues to be aware of

When taking your UK pension in Spain you need to explore the options available to you as an expatriate and…

Retirement in Spain – 8 key steps to take before and after your move

Retirement in Spain remains popular among British nationals, and with very good reason – there are so many benefits to…

4 key benefits of effective tax planning

As well as a lower tax bill for you and your heirs, strategic, effective tax planning can help provide estate…