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How to get your finances Brexit-ready

Reviewing your currency, investment, tax planning and pension options now can help you secure financial security, whatever Brexit brings.

The essentials to consider when reviewing your finances for France

Expatriates in France need to assess their tax planning, inheritance tax and estate planning, property ownership, investing and pensions.

One size does not fit all when it comes to investments

The best investment approach for you will depend on your situation, goals, time-frame and risk appetite. Tax considerations are also key.

Downsizing your home needn’t mean short-changing your heirs

It is possible to scale down the size of your property to unlock retirement funds and still leave a lasting legacy for your family.

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?

What can we expect from a higher UK interest rate?

How does the increase in the UK interest rate to 0.75% affect savings and investments, exchange rates and pensions for expatriates?

Is your financial planning match-fit for today’s world?

Protect your wealth and limit taxation with financial planning solutions designed for you and your family by a local, regulated adviser.

Should you keep hold of UK investments in Portugal?

Expatriates often keep UK investments like Premium Bonds, ISAs, savings accounts, shares and bonds, but are they suitable for Portugal?

Is it still worth owning buy-to-let property in the UK?

With recent changes increasing the tax burden for landlords and property investors, is it time to rethink owning UK buy-to-let property?

Home bias vs. diversification: Some home truths about investing

We explore the implications of concentrating on property and UK-based investments and why diversification is so important when investing.

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