Tax Planning

Help ensure your pensions, savings and investments will provide financial security in retirement by asking 5 key questions.

If you’re moving to Spain, you need to understand how local income tax, wealth tax and succession and gift taxes may affect you and your heirs.

There are many tax advantages to living in Cyprus: special rates for foreign pensions, an exemption for interest in many cases and no inheritance tax.

Over 100 countries are now automatically sharing information on taxpayers to expose tax evasion – and local tax offices are starting to benefit.

Asking key questions and understanding your pension options can help get you on track for your dream retirement, whatever stage of life you’re in.

British expatriates with UK property need to be aware of all tax costs, including stamp duty, non-resident capital gains tax and inheritance tax.

When moving to France, take advice early so you don’t miss out on any tax and estate planning opportunities for yourself and your heirs.

Threats to your retirement savings include inflation, investment risk and taxation but with specialist advice you can protect against them.

Residents of France are liable to French income tax, social charges, wealth tax on property and your heirs will pay inheritance tax.

If you are returning to the UK after being resident overseas, forward planning can help make your move as seamless and tax-efficient as possible.