Your last will and testament and living in Portugal

UK nationals living in Portugal need to understand local succession laws and should consider writing two wills to ensure their estate is distributed as they wish.

What Will Happen To Your Legacy? Estate Planning For Expatriates In Mallorca

How will your wealth be passed down to your children, grandchildren and other chosen heirs? How will they handle your legacy? Will it help give them long-term financial security? How much will they actually receive, and how much will go to the taxman?

Changes To UK's Domicile Rules

Proposed new domicile rules may affect Britons leaving the UK or returning after living abroad and could potentially undo previous inheritance tax planning for expatriates.

Estate Planning

Organising your legacy for your chosen heirs in a tax-efficient way.

Make sure your money lasts as long as you do

As life expectancy increases, so does the length of time needed to stretch your income in retirement. Taking the right steps now can help you afford the lifestyle you want for as long as you need.

Estate planning in Mallorca: Will you have control and certainty?

If you have moved to Mallorca it is important to review your estate planning to take the Spanish succession tax and succession law regime into account. You want to ensure that the right assets pass to the right people, at the right time and with as little tax as possible.