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Think beyond residency when planning your life for Portugal

Getting your tax, pensions, wealth management and estate planning right in advance will make moving to Portugal easier – and save you money.

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 your new life abroad.

Estate planning in Cyprus. Will you have control and certainty?

Expatriates in Cyprus can take steps to ensure the right money passes to the right hands at the right time in the most tax-efficient way.

Five things expatriates need to know about UK inheritance tax

While domicile and property can affect inheritance tax liability, available reliefs can prevent your heirs from paying more tax than necessary.

Living in France? Make sure your money lasts as long as you do

If you’re living in France or plan to retire there, how can you ensure your pensions, savings and investments last your lifetime?

Five questions to help future-proof your legacy in Portugal

Expatriates in Portugal need to understand local succession rules and inheritance taxes to ensure their estate passes to chosen heirs tax-efficiently.

Does your estate planning in Spain provide control and certainty?

Expatriates in Spain can take steps to ensure the right money passes to the right hands at the right time in the most tax-efficient way.

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.

The financial benefits of living in Cyprus

There are many tax advantages to living in Cyprus: special rates for foreign pensions, an exemption for interest in many cases and no inheritance tax.

Understanding and avoiding French succession law

In France, children are protected heirs but spouses have few rights. Estate planning tools like Brussels IV may help avoid succession law restrictions.

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