Tax Planning

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.

Much of the 2017 UK Spring Budget confirmed pledges made in 2016’s Autumn Statement, but a new tax on overseas pension transfers was largely unexpected.

In our second case study highlighting the importance for British expatriates to take pensions advice designed for their circumstances in France, we look at how UK pension income is taxed.

Expatriates who know where they stand with French taxes could limit exposure to unnecessary taxation, take advantage of available opportunities and avoid nasty surprises at the end of the year.

There may be some relief ahead for taxpayers in Spain as an EU institution challenges the severe penalties imposed on residents who fail to declare their overseas assets correctly or on time.

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’.

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.

New measures announced by the Spanish tax office will make it much easier to investigate the tax affairs of wealthy individuals and crack down on tax fraud.

You need to review your tax planning from time to time, to check that it is up to date with tax reforms and that you’re using all the available opportunities to reduce your tax liabilities.

The new global automatic exchange of information affects everyone who lives in France and has financial assets or receives income outside France. Are you sure you are paying tax in the right country?