Tax Planning

While taxes in Spain can seem high, the way you hold assets and take income can make a significant difference to the tax bill for Spanish residents.

With global economic uncertainty and full Brexit due on 1 Jan, review your financial planning now to reduce risk, minimise tax and protect your wealth.

If moving to France, get to know how French income tax, wealth tax and inheritance tax works and the opportunities available for your family.

With early, careful financial planning, you can make the most of tax-efficient opportunities and avoid potential mistakes when moving to Portugal.

The Brexit countdown is on to secure French residency, but expatriates can also benefit from reviewing their tax and financial planning.

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

Now that the 2020 Portuguese Budget is in force, what has and hasn’t changed for income tax, wealth tax, inheritance tax and NHR rules?

Once Brexit takes full effect in 2021, can we expect the tax burden for expatriates to increase for UK property, investments and pensions?

With full Brexit still due in 2021, UK expatriates can benefit from using time in lockdown to review their residence, tax, pensions and estate planning.

How can you prepare your investments, tax and estate planning for today's volatile times and best protect against life's unknowns?