The cost of Covid – careful tax planning has never been more important

The UK government announces a rise in tax to help to re-strengthen the UK economy and tackle NHS record-high waiting…

Spanish wealth tax – are your pensions included?

Spain continues to be a favourite destination for expatriates, including those making the most of their retirement years. There are…

Why retirement planning matters at any age

Asking key questions about retirement planning and understanding your pension options can help get you on track for your dream…

Moving to France tax-efficiently

If moving to France, make sure you understand how French income tax, wealth tax and inheritance tax work and how…

Save tax with Portugal’s non-habitual residency scheme

Portugal offers new residents a range of special tax benefits under the non-habitual residency (NHR) scheme. You may have considered…

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…

Moving to Portugal: 7 tax-saving considerations.

With early and careful planning, you can make the most of tax-efficient opportunities when moving to Portugal or buying Portuguese…

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…

Thinking about buying a Portuguese property? Six things you should know to save tax

What should you consider before buying a Portuguese property to limit exposure to capital gains, wealth and inheritance taxes?

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…

Retiring in Cyprus with financial peace of mind

Cyprus offers great appeal for a retirement in the sun, but be prepared to make some changes to protect your…

How to retire abroad with financial peace of mind

If you’re retiring to Europe, be prepared to adjust your savings and investments, tax, pensions and estate planning to suit…

Should you keep hold of UK investments in Spain?

Expatriates often keep UK investments like Premium Bonds, ISAs, savings accounts, shares and bonds, but are they suitable for Spain?

Should you keep hold of UK investments in Portugal?

Expatriates often keep UK investments like Premium Bonds, ISAs, savings accounts, shares and bonds, but are they suitable for Portugal?

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