Tax Planning

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?

It’s possible to scale-down the size of your Portugal property to secure a comfortable retirement and still leave a lasting legacy.

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.

What are the financial implications for British expatriates following the UK Spring Budget and Theresa May's triggering of Article 50?

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.

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.

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.

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.

There may be some relief ahead for taxpayers in Spain as an EU institution challenges the severe penalties imposed on residents who fail to declare their overseas assets correctly or on time.

If you own property or are thinking about buying a home in Portugal, you could be affected by new tax rules, including a ‘wealth tax’ on high-value properties and a new way of defining ‘tax havens’.