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Think beyond residency when planning for life in Portugal

Getting your tax, pensions, wealth management and estate planning right in advance will make moving to Portugal easier – and save you money.

UK Budget 2021: What are the implications for UK expatriates?

While there were few immediate changes in the latest UK Budget, the freezing of some allowances is set to increase tax bills in the long run.

Reap the benefits of tax planning in France

With strategic tax planning, French residents can reduce income tax, social charges, capital gains tax and wealth tax liability in France.

Why it’s time to ‘think local' for your financial planning

EU-resident Britons with UK bank accounts, investments, insurance policies or a financial adviser may face restrictions with Brexit.

Spain’s budget and taxation in 2021

This is the first Spanish state budget to be approved since 2018! Get to know the latest income, wealth and inheritance tax rules for Spain.

Spain's Modelo 720 deadline: What do you need to do by 31 March?

Spanish residents with high-value overseas assets need to submit the annual Modelo 720 tax form by 31 March to avoid potential penalties.

Wealth tax reductions in Andalucía for 2021

The Spanish state budget increased the top rates of income and wealth tax in 2021 but in Andalucía wealth tax rates are lower than 2020.

Can a UK-based adviser continue to support you post-Brexit? 4 things to consider

If you live in the EU but take financial advice from the UK, what do you need to think about now that Brexit is here?

4 key benefits of effective tax planning

As well as a lower tax bill for you and your heirs, tax planning can help provide estate planning advantages and boost investment returns.

Time to review your financial planning for 2021 in Portugal

If you’re living in Portugal, check your residence, tax position, estate planning and financial structuring are all on track to suit your family.

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