Developing your investment strategy

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

Inflation update and planning ahead to protect our savings

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

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…

Reviewing your UK pensions and retirement savings for your life in France

UK pensions in France can be a cause of confusion and uncertainty for UK nationals retiring there. Ensuring your pensions…

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…

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…

Choosing a financial adviser for your new life abroad

Choosing a financial adviser is the first step to take when planning a move abroad. This will provide a roadmap…

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…

The new UK tax year – lifetime allowance abolished and other tax updates

The UK tax year started on 6 April, so how will this impact your pocket? UK tax changes can affect…

Too good to be true?

Are the investments being offered to you a little too good to be true? We look at some past examples…

Managing your investments when living in France

Are your investments suitable for your life in France? Your combined investment portfolio should be specifically structured around your risk…

Are your savings and investments suitable for you today and your future plans?

Investment planning can help to determine whether your savings and portfolio are held in a way that is suitable for…

How are your savings protected? Bank deposit guarantee schemes

Bank deposit guarantee schemes – EU banks provide a deposit guarantee of up to €100,000, and the UK has a…

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.