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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.

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

Expatriates can override Portuguese forced heirship rules and ensure their estate goes to chosen heirs by applying ‘Brussels IV’ in their will.

Beat uncertainty by taking control of your finances

When it comes to tax, pensions, investments and estate planning, there are things you can control to your benefit, whatever happens around us.

Planning for the long-term in a post-Brexit world

As Brexit approaches, see how you can plan to protect your wealth, maximise your pensions and legacy, and prepare as best you can for the future.

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.

Do you know where you are domiciled? Are you sure?

Many British expatriates remain UK-domiciled without realising it, leaving their estate exposed to UK inheritance tax rates of 40%.

Review your finances for the new year

New year is a good time to check your tax, savings, pension and estate planning are on track to meet your family’s needs in 2018 and beyond.

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