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Beat uncertainty by taking control of your finances

When it comes to tax, pensions, investments and estate planning, there are things you can control to your benefit, whatever happens around us.

Planning for the long-term in a post-Brexit world

As Brexit approaches, see how you can plan to protect your wealth, maximise your pensions and legacy, and prepare as best you can for the future.

Protect your family from French succession tax

If you live in France you need to understand the complex succession tax rules and review your estate planning to reduce tax for your heirs.

Does your estate planning in Portugal provide control and certainty?

Expatriates in Portugal can take steps to ensure the right money passes to the right hands at the right time in the most tax-efficient way.

Do you know where you are domiciled? Are you sure?

Many British expatriates remain UK-domiciled without realising it, leaving their estate exposed to UK inheritance tax rates of 40%.

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.

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.

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