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How to retire abroad with financial peace of mind

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.

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

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.

Time to take interest in your investment options

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.

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?

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.

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.

Look beyond property to unlock investment potential

Property investments can fall behind when it comes to the key principles of liquidity, risk and return, diversification and tax efficiency.

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.

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?

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