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Succession issues in France – how is your family affected?

French succession law and tax work differently to the UK, including forced heirship and complex tax rules. See the key estate planning considerations.

5 New Year resolutions for your financial wellbeing

Take time to check your tax planning, investments, pensions and estate planning are all on track to protect your family’s wealth in 2021 and beyond.

Why retirement planning matters at any age

Asking key questions and understanding your pension options can help get you on track for your dream retirement, whatever stage of life you’re in.

3 mistakes to avoid when estate planning for Portugal

Expatriates living in Portugal need to review their estate planning to ensure their legacy will pass to chosen heirs without an unnecessary tax bill.

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.

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.

Five things you should know about estate planning in Portugal

If you live in Portugal or have Portuguese assets, make sure your estate passes to chosen heirs by understanding local succession rules.

Think beyond residency when planning your life in Portugal

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

Does your estate planning in Portugal provide control and certainty?

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

Using this time to look after your financial wellbeing

With full Brexit still due in 2021, UK expatriates can benefit from using time in lockdown to review their residence, tax, pensions and estate planning.

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