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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.

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.

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.

More families than ever caught in the UK inheritance tax net

High UK property prices mean Britons – including expatriates – are paying more inheritance tax than ever, despite a new main home relief.

Four things you need to know to protect your legacy in France

By understanding key aspects of French succession law and taxes, expatriates can ensure chosen heirs will inherit their estate with minimum taxation.

Succession and gift tax virtually eliminated for close family in Murcia

Spanish succession tax reforms in Murcia make large tax bills on inheritances and gifts a thing of the past for most families in the region.

Resolve to check your finances are in shape for 2018 in Portugal

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.

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