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Moving to Portugal tax-efficiently

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

Think beyond residency when planning your life in France

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

Portuguese taxes in 2020

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?

Will UK assets invite a bigger tax bill after Brexit?

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

Using this time to look after your financial wellbeing

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.

Preparing your finances for the unexpected

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

France tax return time – are you correctly declaring your worldwide income?

Despite current circumstances, French residents still need to submit their annual tax returns for worldwide income in June.

Understanding ‘lawful’ and ‘tax’ residence in France

With the Brexit clock still ticking, it’s crucial for UK nationals living in France to know the difference between ‘lawful’ and ‘tax’ residence.

Preparing your finances for the unexpected when living in France

How can expatriates in France prepare investments, tax planning and estate planning for volatile times and protect against life’s unknowns?

UK Budget 2020: How will the new tax year affect expatriates?

How might changes from April affect expatriates and non-UK residents regarding personal tax, savings, pensions, inheritance tax & UK property?

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