Capital gains tax – what British expatriates in France need to know

Capital gains tax impacts many people and UK nationals living in France need to follow both the French and UK…

Geopolitical risk – investing in an unpredictable world

Geopolitical risk has become an increasingly significant factor influencing global investment decisions. This article explores the complexities around the geopolitical…

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…

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

For British expatriates living in Cyprus, weighing the decision to sell UK property involves considerations beyond mere investment, including future…

Portuguese capital gains tax – understanding the main home and reinvestment reliefs

Will you have to pay Portuguese capital gains tax when selling a property? In Portugal, only half the gain is…

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…

Managing your investments when living abroad

Are you managing your investments to be suitable for your life abroad?  Your combined investment portfolio should be specifically structured…

Inflation update and planning ahead to protect our savings

Our inflation update looks at how the costs of living is faring now in Europe, after two years of high…

Developing your investment strategy

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

Capital gains tax in Spain: An expatriate’s guide

Spanish capital gains tax – learn about the intricate tax rates, exemptions, reliefs and allowances applicable to both Spanish residents…

Bank deposit guarantee scheme limits in France and UK

Bank deposit guarantee schemes are designed to protect your savings and investments – but what are the limitations per customer…

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…