For British expats settling in France, understanding how UK pensions are taxed is essential. Many people arrive assuming that pension income will continue to be taxed the same way as in the UK, or that France is automatically the “higher-tax” option. In reality, the French system treats pension income in a very particular way — […]
Understanding France’s 7.5% Tax Rate on UK Pensions Read More »
Portugal tax blacklist exists to discourage the use of low-tax jurisdictions. It does this by applying tougher rules to any income or transactions linked to those places. For residents and investors, this can make a big difference to the tax paid on dividends, interest, and capital gains. In this guide, you will see why Portugal
How Portugal’s Tax Blacklist Hits Expat Investors With 35% Tax and How to Avoid It Read More »
When you’re living abroad, financial planning can feel more complicated than it should. Tax rules change between countries, currencies move, and the right investment structure often depends on where you live now — and where you might live in future. That’s why we offer a free, no-obligation financial review for expatriates in Portugal, Spain and
How a Free Financial Review Works – and What to Expect Read More »
If you live in Spain, you may be surprised to learn that your estate may not pass according to your personal wishes when you die. Spanish inheritance law has strict forced heirship rules that can automatically allocate significant portions of your assets to your children and other relatives, even if your will says otherwise. However,
Brussels IV in Spain: A Complete Guide for Expats Who Want Control of Their Estate Read More »
Relocating to Spain is a life-changing move, but as an expat, ensuring your investments are tax-efficient under Spain’s complex tax system is essential. Strategies that worked well in the UK or elsewhere often fall short once you become a Spanish tax resident. Understanding how your investments are taxed and what structures are available will help
