Loading...

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.

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?

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.

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.

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.

Pages