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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.

Think beyond residency when planning your life in Cyprus

You may be rushing to move to Cyprus before Brexit but it’s important to prepare your financial planning for the local tax and succession regime.

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.

Preparing your finances for the unexpected

How can you prepare your investments, tax and estate planning for today's volatile times and best protect against life's unknowns?

Preparing your finances for the unexpected when living in France

How can expatriates in France prepare investments, tax planning and estate planning for volatile times and protect against life’s unknowns?

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.

Three 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.

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.

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