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Moving to Portugal – The tax and financial essentials

There can be tax and estate planning advantages to living in Portugal. Its non-habitual resident regime can offer even more benefits.

Assurance-vie in France. Is it worth setting one up if you are over 70?

Assurance-vie policies offer tax and estate planning advantages. While some are lost after age 70 there are still benefits for you and your heirs.

‘Brussels IV’ and Portugal: How to ensure your legacy goes to the right place

‘Brussels IV’ lets expats override Portugal’s succession law to ensure their estate goes to chosen heirs – but beware the tax consequences.

Moving to Spain? 7 questions that could save you money

When moving to and living in Spain you need to review your tax and financial planning. Seek advice to make the most of tax planning opportunities.

What next for Spanish tax harmonisation?

A tax experts committee has published details on how wealth and succession tax may be harmonised across Spain to reduce regional differences.

Can you afford the cost of living longer?

Today’s life expectancy means retirement could last decades. How can you make your savings, investments and pensions last as long as you do?

UK domicile determination and Brussels IV in Spain

You can use Brussels IV to opt for UK succession law to apply to your estate, but could this affect a claim to be non-UK domiciled for UK inheritance tax purposes?

Estate planning for France. How will succession tax affect your family?

Estate planning in France is complex and succession taxes can be high. Understand how heirs are affected and take steps to protect them.

What you should know about succession tax in the Balearics

Britons living in Mallorca and Menorca need to understand local succession rules to ensure their legacy goes to the right hands at the right time.

Take steps to future-proof your legacy in Portugal

Good estate planning for expatriates in Portugal means considering local succession law, taxes, how your legacy will be used – and your own needs.

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