French vs Luxembourg assurance-vie bonds

Assurance-vie life assurance bonds provide many tax and succession advantages in France. Should you use a French or Luxembourg bond?

What owning a slice of Portugal will cost you in tax

Get to know the full cost of owning property in Portugal, including local transfer and wealth taxes, capital gains tax…

What Brexit answers do we have post-election and one year on from the referendum?

After the UK election and one year on from the vote to leave, do we know how Brexit may affect…

Downsizing in Portugal needn’t mean short-changing your heirs

It’s possible to scale-down the size of your Portugal property to secure a comfortable retirement and still leave a lasting…

Capital gains tax in Portugal. How does it affect you?

Portuguese capital gains tax on property and shares depends on if you are resident, non-resident or if you benefit from…

From Brexit to Budget: Time to Spring into action?

Following the events of the UK Budget and Theresa May triggering Article 50 to kick-start Brexit, we look at the…

Retiring in the Balearics? Make sure your money lasts as long as you do

Taking the right steps now can help you stretch your retirement income to afford the lifestyle you want in Mallorca…

No surprises in UK Spring Budget other than a sting in the tail for pensions

Much of the 2017 UK Spring Budget confirmed pledges made in 2016’s Autumn Statement, but a new tax on overseas…

It’s the differences…

In our second case study highlighting the importance for British expatriates to take pensions advice designed for their circumstances in…

Get to know the 2017 French tax landscape

Expatriates who know where they stand with French taxes could limit exposure to unnecessary taxation, take advantage of available opportunities…

Is 2017 the year of higher taxes for property owners in Portugal?

If you own property or are thinking about buying a home in Portugal, you could be affected by new tax…

Fresh scrutiny for taxpayers in Spain

New measures announced by the Spanish tax office will make it much easier to investigate the tax affairs of wealthy…

The tax landscape in Comunidad Valenciana in 2017

You need to review your tax planning from time to time, to check that it is up to date with…

Exchange of information and living in France

The new global automatic exchange of information affects everyone who lives in France and has financial assets or receives income…

Brexit and beyond (France)

We hope Brexit doesn’t prevent anyone from fulfilling their dream of living in France. There are steps you can take…

Is your tax and wealth management in shape for Cyprus in 2017?

The New Year is a good time to review your financial planning for Cyprus. Is it up to date? There…