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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.

Estate planning for UK nationals in Spain

If you’re living in Spain, your estate planning must consider wills, Spanish succession law, Spanish inheritance tax and UK inheritance tax.

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.

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.

More families than ever caught in the UK inheritance tax net

High UK property prices, limited relief and domicile rule changes saw more families than ever pay UK inheritance tax in 2018, including expatriates.

How to make things easier for your family and heirs

With a Power of Attorney, updated wills and tax planning in place, you can make things easier for your family, before and after your death.

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