Living abroad and still using UK-based financial advisers? 4 things to consider.

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

Strategic financial planning for a life in Spain

Review your financial planning for Spain to ensure it is on the right path, and that your savings and investments…

Review your financial planning for Portugal 2025

As we enter spring of 2025, have you reviewed your financial plan yet?

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…

Choosing a financial adviser for your life abroad

Choosing a financial adviser is the first step to take when reviewing your wealth management for living abroad. This will…

Wealth tax in the Balearics is reduced

Spanish wealth tax has effectively been eliminated for most residents and property owners in the Balearics.  From this year onwards,…

Protecting your wealth and financial security in Spain

Threats to your retirement savings include inflation, investment risk and taxation but with specialist advice you can protect against them.