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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.

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

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

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.

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.

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?

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