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 […]
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Expats in Portugal Often Overlook Estate Planning For many expats living in Portugal, sorting out visas, taxes, and finances is often front of mind. But one area that frequently goes ignored is estate planning. Specifically, whether you have a valid Will that reflects your new life abroad. For British expats, failing to prepare a Will
Brussels IV in Portugal: What Expats Need To Know About Wills & Estate Planning Read More »
Estate planning for British expats has never been more important. With sweeping reforms to the UK inheritance tax system in April 2025, British nationals living in Portugal must act now to protect their wealth and avoid unexpected tax liabilities. UK Inheritance Tax Is Changing – What You Need to Know As announced in the UK’s
Reducing Capital Gains Tax When Selling or Downsizing Property in Portugal When buying or selling property, it’s essential to understand the tax implications early. Whether you’re a Portuguese tax resident selling property or a non-resident owner of Portuguese real estate, you’re subject to Portugal’s capital gains tax regime. Since January 2023, both residents and non-residents
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Moving to Spain? Here’s How British Expats Can Protect Their Finances After Brexit Whether you’ve already made the move to sunny Spain or you’re planning to relocate from the UK, financial planning as a British expat comes with unique challenges — and opportunities. From understanding how your UK pension is taxed under the double taxation
Financial Planning for British Expats in Spain: A Complete Guide Read More »
