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Moving to Spain? 7 questions that could save you money

When moving to and living in Spain you need to review your tax and financial planning. Seek advice to make the most of tax planning opportunities.

Downsizing in Portugal needn’t mean short-changing your heirs

It’s possible to scale-down the size of your Portugal property to secure a comfortable retirement and still leave a lasting legacy.

100 months of ultra-low UK interest rates

UK interest rates are expected to remain low till 2019. In contrast the FTSE 100 has risen 100%. Should you look at alternatives for your savings?

From Brexit to Budget: Time to Spring into action?

What are the financial implications for British expatriates following the UK Spring Budget and Theresa May's triggering of Article 50?

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.

Investment planning for your life in France

Being overweight in one or two asset classes increases risk. To protect your savings you need a good mix of investment assets, designed around your objectives, circumstances and risk profile.

Are your funds suitable for you?

When choosing investments remember, if it sounds too good to be true it probably is. Investments can be riskier than they first appear. Caution is advised when choosing new, unusual funds.

Is 2017 the year of higher taxes for property owners in Portugal?

If you own property or are thinking about buying a home in Portugal, you could be affected by new tax rules, including a ‘wealth tax’ on high-value properties and a new way of defining ‘tax havens’.

Wealth creation and management – Five key elements for success

For expatriates there are 5 key principles for achieving an optimum investment portfolio to ensure peace of mind that your investments will meet the unique needs of you and your family.

How are your savings protected?

For peace of mind you should establish what investor protection you have with each of your banks, in the event of institutional failure, and how it works.

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