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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.

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.

Will your family benefit from the new UK inheritance tax threshold?

The new main home residential nil rate band for inheritance tax starts in April 2017. Will your family receive a £1 million tax free allowance?

Retiring in the Balearics? Make sure your money lasts as long as you do

Taking the right steps now can help you stretch your retirement income to afford the lifestyle you want in Mallorca or Menorca for as long as you need.

Inheriting pensions in France

A recent case study from one of our Partners in France highlights how important it is for British expatriates to receive pensions advice specifically tailored for their circumstances in France.

How does French succession law impact your family?

France imposes forced heirship, so you cannot freely divide your estate as you wish. You can now use Brussels IV to opt for UK law to apply instead, but this may have unexpected consequences.

Your last will and testament (France)

France imposes forced heirship, so you cannot use your will to leave assets freely. However under Brussels IV you can opt for UK succession law to apply to your estate.

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