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Managing your investments when living in France

Expatriates in France will benefit from checking their savings and investments, risk profile, diversification and tax planning are still suitable.

Make your money last as long as you do: 5 questions to consider

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

Moving to Portugal: 7 tax-saving considerations

Make sure you explore your investment, pensions, property and estate planning options to minimise taxes when moving to Portugal.

Are you sure you've escaped UK tax? Understanding the UK residence test

To avoid an unexpected UK tax bill, British expatriates must understand their residency status according to the UK Statutory Residence test.

Investing in property vs investing in capital investments when living in France

Is it more tax-efficient to invest in property or shares and bonds when living in France? We explore the tax liabilities and other implications.

What did 2019 bring for UK nationals in Portugal?

What happened in 2019 in the world of Portuguese tax, UK tax, global markets and Brexit that may have affected UK nationals living in Portugal?

Right place, wrong taxes: Residence rules and your tax obligations

UK nationals living abroad need to take care to understand residence rules and get their tax planning right or it could prove costly.

How is income from UK assets taxed in France?

Is it tax-efficient for UK expatriates to keep hold of UK assets like bank accounts, shares, property, bonds and pensions if living in France?

How to retire abroad with financial peace of mind

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.

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