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…

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…

Spanish succession tax update – some good news

Spanish succession tax is now much less of a concern in many regions. Over the last few months the Balearics,…

Estate planning for UK nationals in Spain

It’s important for UK nationals to review their estate planning and wills once they are living in Spain. You need…

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

Estate planning in Portugal differs from handling affairs in the UK. Portugal’s enforcement of forced heirship can potentially challenge the…

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…

UK inheritance tax collection reaches £6 billion – will your family be affected?

The UK inheritance tax (IHT) haul continues to set new records as it rakes in £6bn for 2021. This 19%…

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…

Spain cannot discriminate against non-EU/EEA countries for succession and gift tax

Spanish inheritance tax no longer discriminates against non-EU residents and assets – welcome news for UK nationals with Brexit approaching.

How much will a UK property cost you in taxes?

British expatriates with UK property need to be aware of all tax costs, including stamp duty, non-resident capital gains tax…