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
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.
Is your financial planning in shape for today?
Brexit uncertainty, low interest rates and tax transparency makes it harder to protect and grow your wealth, but regular financial reviews can help.
Thinking about buying a Portuguese property? Six things you should know to save tax
What should you consider before buying a Portuguese property to limit exposure to capital gains, wealth and inheritance taxes?
Moving to France tax efficiently
If moving to France, get to know how French income tax, wealth tax and inheritance tax works and the opportunities available for your family.