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Think beyond residency when planning your life for Portugal

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

Why effective tax planning is so important

If you overlook tax planning, you could invite a higher bill tax than necessary on your savings, investments and assets, for you and your heirs.

How is income from UK assets taxed in France?

Is it tax-efficient for UK expatriates to keep hold of UK assets like bank accounts, shares, property, bonds and pensions if living in France?

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.

How much wealth tax will you pay in Spain?

Wealth tax is a concern for high net worth residents in Spain, but with specialist advice you can often legitimately limit its effects.

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.

What UK homeowners in Portugal need to know about capital gains tax

If you sell a UK property while living in Portugal, you could face capital gains tax in both countries, so make sure you understand the rules.

French social charges in 2019

Social charges apply to most income in France but recent rule changes may benefit expatriate retirees in France and non-residents with French assets.

Financial planning in France in the face of Brexit

How can UK expatriates in France secure residence benefits and avoid higher taxes on assets, investments and pensions in the run up to Brexit?

When is your tax freedom day?

How much of a year’s work is spent paying taxes? This varies across Europe but good tax planning can reduce your tax burden, wherever you live.

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