Tax Planning

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?

In our view, there are five key aspects that you need to address to ensure you obtain the optimum investment portfolio to suit you and your particular situation.

We hope Brexit doesn’t prevent anyone from fulfilling their dream of living in France. There are steps you can take to protect your finances from the uncertainty surrounding the UK’s exit from the EU.

The New Year is a good time to review your financial planning for Cyprus. Is it up to date? There are various elements you should consider, from investments, to pensions, to tax and estate planning.

The New Year is a good time to review your financial planning for France. Is it up to date? There are various elements you should consider, from investments, to pensions, to tax and estate planning.

The New Year is a good time to review your financial planning for Spain. There are various elements you should consider, from your investments, to pensions, to tax and estate planning.

Tax freedom day is the day each year when you finally stop working to pay tax to the government, and start earning money for yourself. If you are lucky enough to be retired you are still faced with tax on your savings, investments and pensions. Tax planning is an important part of protecting your wealth in retirement.