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…

How investment capital and income is taxed in Spain

How much tax you pay on your investment capital and income in Spain is determined by your circumstances and the…

Tax in Portugal 2024: What you need to know

What does tax in Portugal look like for UK nationals living in or thinking about moving there?   Those arriving from…

Downsizing your property – is it time to consider?

Downsizing your property can bring various financial benefits, as well as making your life easier.  With careful planning, you could…

Developing your investment strategy

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

Protecting and growing your wealth – five key elements for successful investing

Do you need to review your wealth management, particularly your investment portfolio, to make sure it is on the right…

Optimising tax efficiency for UK investments in Portugal

Tax efficiency for UK investments in Portugal is an important consideration for expatriates who have yet to review their existing…

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…

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…

Capital gains tax in France – what you need to know

Capital gains tax in France should be a key consideration when buying an asset that is expected to increase in…

Investing principles for your retirement in Spain

Thinking of investing for your retirement in Spain? We look at some of the principles and strategies you can take…

The multi-manager investment approach – specialists vs generalists

Multi-manager investment enables your portfolio to be managed by several different fund managers, each selected for their expertise in specific…

How UK investments are taxed in Spain

How are UK investments taxed in Spain? And is it worth reviewing the current structures of your assets to see…

Buying and selling property in France – frequently asked questions

Are you thinking of buying or selling property in France? Have you been made aware of the process, the tax…

Do you still have bank accounts, or savings and investments, in the UK?

UK-based banks continue to ask EU-resident clients to close their accounts following Brexit, and now National Savings & Investments is…

Modelo 720 – the new, improved penalty regime

The Modelo 720 penalty regime has been amended to much more acceptable levels following a ruling by the European Court…