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New Year financial planning for France

Regular financial reviews ensure your tax, wealth management, estate planning and pension arrangements are suitable for your life in France.

Review your finances for the new year

New year is a good time to check your tax, savings, pension and estate planning are on track to meet your family’s needs in 2018 and beyond.

Planning for the future

The New Year is a good time to review your tax and financial planning, but don’t just focus on 2019 – you need to plan ahead for the future.

Five things you may not realise about UK inheritance tax

With UK inheritance tax rates at 40%, expatriates need to understand their position and what can be done to reduce exposure for their heirs.

Financial planning for newly retired British expatriates in France

For your long-term financial security, you need to carefully review and adjust your savings and investments, pensions and tax planning.

Five things you should know about estate planning in Portugal

If you live in Portugal or have Portuguese assets, make sure your estate passes to chosen heirs by understanding local succession rules.

Take time to review your finances for Portugal

Expatriates should review their residency, tax, property, estate planning and pension options to make the most of today's opportunities.

Another record year for UK inheritance tax

More and more families are being caught by the UK inheritance tax net. Are you up-to-date on the rules and can you protect your family?

Can you afford the cost of living longer?

Today’s life expectancy means retirement could last decades. How can you make your savings, investments and pensions last as long as you do?

Make time to future-proof your legacy in France

By understanding how French succession tax and law will affect chosen heirs, British expatriates can take steps to protect their legacy.

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