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Planning a tax-efficient return to the UK

Expatriates returning to the UK will benefit from reviewing tax planning, residency, pension and Brexit implications before leaving Europe.

French vs Luxembourg assurance-vie bonds

Assurance-vie life assurance bonds provide many tax and succession advantages in France. Should you use a French or Luxembourg bond?

What owning a slice of Portugal will cost you in tax

Get to know the full cost of owning property in Portugal, including local transfer and wealth taxes, capital gains tax and stamp duty.

What Brexit answers do we have post-election and one year on from the referendum?

After the UK election and one year on from the vote to leave, do we know how Brexit may affect taxation, currencies and pensions for expatriates?

Downsizing in Portugal needn’t mean short-changing your heirs

It’s possible to scale-down the size of your Portugal property to secure a comfortable retirement and still leave a lasting legacy.

Is your financial plan still ideal for you in today’s world?

Protect your wealth with financial planning solutions designed for your unique situation and family and by choosing your adviser carefully.

Capital gains tax in Portugal. How does it affect you?

Portuguese capital gains tax on property and shares depends on if you are resident, non-resident or if you benefit from the non-habitual residents regime.

Capital gains tax in Portugal – How does it affect you?

Portuguese capital gains tax on property and shares depends on if you are resident, non-resident or if you benefit from the non-habitual residents regime.

From Brexit to Budget: Time to Spring into action?

What are the financial implications for British expatriates following the UK Spring Budget and Theresa May's triggering of Article 50?

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.

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