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…

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…

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…

Why time in the markets matters

When you have worked hard to build up your savings, it is not always easy to decide how best to…

Take control of your finances in an uncertain world

Take steps to control your financial future.  For peace of mind, it’s worth spending a bit of time to review…

Downsizing your property – is it time?

Downsizing your property can bring various financial benefits. With careful planning, you could unlock retirement funds and potentially tax-efficient income,…

How significant is the impact of inflation on your savings?

Inflation is surging in both the EU and the UK. Since even low levels can impact your savings over the…