Inflation concerns today and planning for the future

Inflation concerns are rising across the EU and in the UK. Inflation has been climbing steadily since last summer, hitting…

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…

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

Whether you have capital to invest, or it’s time to review your portfolio to make sure it’s on the right…

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…

Make your money last as long as you do: 5 questions to consider

Help ensure your pensions, savings and investments will provide financial security in retirement by asking 5 key questions.

Investing in real estate vs capital investments when living in France

There are pros and cons when weighing up real estate vs capital investments. Many people who have capital to invest…

Living in Cyprus and thinking of selling your UK property? Weigh up the pros and cons

We’ve been getting enquiries from expatriates living in Cyprus who are thinking of selling their UK property. What are the…

ESG investing – earning returns while helping the environment and society

The topic of ‘ESG investing’ – Environmental, Social, Governance – was highlighted recently at the COP26 meeting in Glasgow alongside…

Look beyond property to unlock investment potential

Property is a solid, reliable investment that holds its value, right? For many people, investing in bricks and mortar by…

UK-based financial advice and services post Brexit. 4 things to consider.

If you live in the EU but take financial advice from the UK, what do you need to think about…

Planning a secure retirement in France

Planning your retirement in France? Be sure to review your strategy early in order to minimise your tax liabilities whilst…

Tax-efficient investment in France – the benefits of assurance-vie

Assurance-vie policies offer tax and estate planning advantages. Many expatriates find them valuable for providing tax-efficient income while  protecting their…

Six tips for protecting and growing your wealth

At a time of continued low interest rates and complex taxes, how can you manage risk and maximise your savings…

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