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Estate planning in Portugal – ensuring a tax-efficient legacy for your family

Your estate planning in Portugal needs careful attention to meet your wishes for your family and heirs. You need to…

Estate planning considerations for UK nationals in Spain

Careful estate planning becomes even more imperative when you move to Spain. The Spanish inheritance regime imposes forced heirship and…

UK inheritance tax continues to break records

More families than ever are caught in the UK inheritance tax net and tax bills keep rising. With the thresholds…

Understanding and avoiding French succession law

French succession law imposes some rules on your estate that are very different from those of the UK. This article…

UK inheritance tax vs French succession tax, at a time of change

These are rather interesting times for British expatriates in France, with the momentous July elections on both sides of the…

Is your Balearics tax planning up to date for 2024?

There have been two significant tax reforms in the Balearic Islands over the last year, so here we look at…

Succession planning concerns in France – FAQs

Succession planning in France can cause some concerns among UK nationals living there. In this article, we address some of…

Spanish succession tax update – some good news

Spanish succession tax is now much less of a concern in many regions. In 2023 the Balearics, Valenciana and Canary…

Can you protect your family from French succession tax?

Understanding French succession tax is important if you are living in France and want to protect your family’s inheritance. Here…

More families than ever caught in the UK inheritance tax net

The 2022/23 tax year proved to be yet another record year for UK inheritance tax (IHT) receipts. This is expected…

UK inheritance tax and domicile – what you need to know today

UK inheritance tax follows you around the world since it’s based on domicile, not residence. You could live abroad long…

How does the France / UK double tax treaty on inheritances affect you?

France and the UK have a double tax treaty in place that can affect the way in which your beneficiaries…

Does your legacy planning in Portugal provide control and certainty?

Careful legacy planning in Portugal becomes important when you move there. Ensure your estate planning is up to date and…

Inheritance tax in the Canary Islands. How does it affect your family?

If you live in Spain, and intend to remain there for the foreseeable future, you need to be prepared for…

Inheritance planning in France – what you need to know today

Inheritance planning always needs careful consideration, but even more so if you live or own assets in France where the…

Why you need to know where you are domiciled

Where you are domiciled has a substantial effect on your estate planning, as it determines whether or not your worldwide…