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.

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.
With careful planning, it is possible to scale down the size of property to unlock retirement funds and still leave a lasting legacy for your family.
With today’s low bank interest rates and economic uncertainty, it pays to look beyond cash deposits and review how you hold savings and investments.
Expatriates often keep UK investments like Premium Bonds, ISAs, savings accounts, shares and bonds, but are they suitable for Portugal?
When it comes to tax, pensions, investments and estate planning, there are things you can control to your benefit, whatever happens around us.
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.
Property investments can fall behind when it comes to the key principles of liquidity, risk and return, diversification and tax efficiency.
The best investment approach for you will depend on your situation, goals, time-frame and risk appetite. Tax considerations are also key.
Today’s life expectancy means retirement could last decades. How can you make your savings, investments and pensions last as long as you do?
How does the increase in the UK interest rate to 0.75% affect savings and investments, exchange rates and pensions for expatriates?