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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.

Inheriting pensions in France

A recent case study from one of our Partners in France highlights how important it is for British expatriates to receive pensions advice specifically tailored for their circumstances in France.

How does French succession law impact your family?

France imposes forced heirship, so you cannot freely divide your estate as you wish. You can now use Brussels IV to opt for UK law to apply instead, but this may have unexpected consequences.

Five things you should know about estate planning in Portugal

If you live in Portugal or have Portuguese assets, make sure your estate planning is in order. A good start is getting to know the key features of the Portuguese system and how they might affect you.

Your last will and testament (France)

France imposes forced heirship, so you cannot use your will to leave assets freely. However under Brussels IV you can opt for UK succession law to apply to your estate.

Estate planning for France - Will your family be treated the way you want them to?

Estate planning in France is made far more challenging by ‘forced heirship’ succession law and inheritance tax rates of up to 60%. The regime is particularly daunting for complex family situations.

Is your tax and wealth management in shape for Cyprus in 2017?

The New Year is a good time to review your financial planning for Cyprus. Is it up to date? There are various elements you should consider, from investments, to pensions, to tax and estate planning.

Is your tax and wealth management in shape for France in 2017?

The New Year is a good time to review your financial planning for France. Is it up to date? There are various elements you should consider, from investments, to pensions, to tax and estate planning.

Is your tax and wealth management in shape for Spain in 2017?

The New Year is a good time to review your financial planning for Spain. There are various elements you should consider, from your investments, to pensions, to tax and estate planning.

Your Last Will And Testament And Living In Portugal

As a UK national living in Portugal it may be advisable to have two wills: a Portuguese one covering local assets and another in the UK covering other assets. Make sure one does not revoke the other. If you want to avoid Portuguese forced heirship you need to state this in your will.

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