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Take time to review your finances for Portugal

Expatriates in Portugal should review their residency, tax, property, estate planning and pension options to make the most of available opportunities.

Time running out for UK tax penalty deadline

UK taxpayers with offshore interests have until 30 September to meet their British tax obligations or risk costly penalties under new rules.

Owning Portuguese property through a company

Expatriates with corporate-owned Portuguese property may face higher capital gains and wealth taxes after recent rule changes.

Downsizing your home needn’t mean short-changing your heirs

It is possible to scale down the size of your property to unlock retirement funds and still leave a lasting legacy for 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?

Cross-border taxation: Gibraltar ‘residents’ under Spanish microscope

Scrutiny of Gibraltar ‘residents’ living in Spain highlights why understanding Spanish residency rules and cross-border tax planning is key.

Is your financial planning match-fit for today’s world?

Protect your wealth and limit taxation with financial planning solutions designed for you and your family by a local, regulated adviser.

Understanding tax residency in Portugal

By getting to grips with Portugal’s tax and residency rules, expatriates can ensure they meet their legal obligations and pay taxes in the right country.

Reviewing your tax planning for your life in France

French tax rules differ significantly from the UK's. You may need to make changes to protect yourself and benefit from local opportunities.

Are you sure you've escaped UK tax? Understanding the UK residence test

To avoid an unexpected UK tax bill, British expatriates must understand their residency status according to the UK Statutory Residence test.

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