Assurance-vie life assurance bonds provide many tax and succession advantages in France. Should you use a French or Luxembourg bond?
What owning a slice of Portugal will cost you in tax
Get to know the full cost of owning property in Portugal, including local transfer and wealth taxes, capital gains tax and stamp duty.
What Brexit answers do we have post-election and one year on from the referendum?
After the UK election and one year on from the vote to leave, do we know how Brexit may affect taxation, currencies and pensions for expatriates?
Downsizing in Portugal needn’t mean short-changing your heirs
It’s possible to scale-down the size of your Portugal property to secure a comfortable retirement and still leave a lasting legacy.
Capital gains tax in Portugal. How does it affect you?
Portuguese capital gains tax on property and shares depends on if you are resident, non-resident or if you benefit from the non-habitual residents regime.
From Brexit to Budget: Time to Spring into action?
What are the financial implications for British expatriates following the UK Spring Budget and Theresa May's triggering of Article 50?
Retiring in the Balearics? Make sure your money lasts as long as you do
Taking the right steps now can help you stretch your retirement income to afford the lifestyle you want in Mallorca or Menorca for as long as you need.
No surprises in UK Spring Budget other than a sting in the tail for pensions
Much of the 2017 UK Spring Budget confirmed pledges made in 2016’s Autumn Statement, but a new tax on overseas pension transfers was largely unexpected.
It’s the differences…
In our second case study highlighting the importance for British expatriates to take pensions advice designed for their circumstances in France, we look at how UK pension income is taxed.
Get to know the 2017 French tax landscape
Expatriates who know where they stand with French taxes could limit exposure to unnecessary taxation, take advantage of available opportunities and avoid nasty surprises at the end of the year.