The leading international tax and wealth management advisers to UK nationals living in Europe

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11 January 2017

Is your tax and wealth management in shape for Cyprus in 2017?

The New Year is a good time to review your financial planning for Cyprus. Is it up to date? There are various elements you should consider, from investments, to pensions, to tax and estate planning.

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05 January 2017

Portugal tax in 2017

There are no changes to income tax or capital gains tax this year, except that the surtax will be phased out. However, Portugal has introduced a new wealth tax from 2017, which affects properties worth over €600,000.

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05 January 2017

Is your tax and wealth management in shape for Portugal in 2017?

If you have not recently done so, the New Year is a good time to review your financial planning for Portugal. There are various elements you should consider, from your investments, to pensions, to tax and estate planning. Is your wealth management up to date?

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03 January 2017

Offshore banking options continue to narrow - Nationwide International to close

Nationwide International is closing its door this year, so if you have an account with them you need to look for another home for your savings. Should you move to another bank or consider an investment plan based around your needs and risk profile?

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30 December 2016

Is your tax and wealth management in shape for Spain in 2017?

If you have not recently done so, the New Year is a good time to review your financial planning for Spain. There are various elements you should consider, from your investments, to pensions, to tax and estate planning. Is your wealth management up to date?

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23 December 2016

Is Your Tax And Wealth Management In Shape For France For 2017?

If you have not recently done so, the New Year is a good time to review your financial planning for France. There are various elements you should consider, from your investments, to pensions, to tax and estate planning. Is your wealth management up to date?

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20 December 2016

Opportunity knocks for pensions… but maybe not for long (Portugal)

With Brexit looming and more options than ever, pensions can be a source of concern and confusion. However, expatriates in Portugal can find rewarding – but limited – opportunities.

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20 December 2016

Your Last Will And Testament And Living In Portugal

As a UK national living in Portugal it may be advisable to have two wills: a Portuguese one covering local assets and another in the UK covering other assets. Make sure one does not revoke the other. If you want to avoid Portuguese forced heirship you need to state this in your will.

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16 December 2016

Do You Have An Account With Nationwide International?

Nationwide International is shutting its doors in summer 2017, and will start closing accounts from the beginning of the year. If you have an account with them you need to find a new home for your savings. Is another bank the best choice?

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09 December 2016

Another Year Of Wealth Tax In Spain

Wealth tax has been extended for another year. There was a possibility that 2016 would be the last year, but the Spanish government has confirmed that it will apply for 2017.

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09 December 2016

Are You Ready For Exchange Of Information With Portugal?

The new global automatic exchange of information regime went live in January 2016, and the first information exchange will take place in 2017. It is more important than ever to make sure you are correctly declaring your income and paying tax in the right country.

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06 December 2016

What You Need to Know About Pensions Today

With Brexit uncertainty and a range of options available, pensions can be a source of concern and confusion. For expatriates, however, there are opportunities on offer.

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06 December 2016

Opportunity knocks for pensions… but maybe not for long (France)

A current crisis in UK pensions could prove rewarding to expatriates with ‘final salary’ schemes, but the window of opportunity may be limited.

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29 November 2016

Lower Pension Allowance Won’t Just Affect Super Rich

Recent changes could put those with pension savings in the firing line for up to 55% taxation. However, expatriates can take advantage of opportunities to safeguard their pension funds.

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28 November 2016

What Will Happen To Your Legacy? Estate Planning For Expatriates In Mallorca

How will your wealth be passed down to your children, grandchildren and other chosen heirs? How will they handle your legacy? Will it help give them long-term financial security? How much will they actually receive, and how much will go to the taxman?

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28 November 2016

The UK Autumn Statement 2016

Chancellor Philip Hammond delivered his Autumn Statement budget on 23rd November. The main change for expatriates appears to be that the taxing period for those who have left the UK and have a QROPS will be extended from five to ten years.

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22 November 2016

Are You Ready For Exchange Of Information With Spain?

The new global automatic exchange of information regime went live in January 2016, and the first information exchange will take place next year.  It is more important than ever to make sure your are correctly declaring your income and paying tax in the right country.

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04 November 2016

Are You Ready For Exchange Of Information With France?

From January 2016, financial institutions in over 50 countries around the world began collecting information on their clients and their accounts. This data will be passed onto the clients’ country of residence in 2017. Cross-border taxation can get complex for expatriates, and it is important to make sure you are correctly declaring your income and paying tax in the right country.

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04 November 2016

When Is Your Tax Freedom Day?

Tax freedom day is the day each year when you finally stop working to pay tax to the government, and start earning money for yourself. If you are lucky enough to be retired you are still faced with tax on your savings, investments and pensions. Tax planning is an important part of protecting your wealth in retirement.

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31 October 2016

Tax Planning For France In Today’s World

You need to be extra careful with your tax planning these days.  Make sure it is up to date with all the various tax changes and is fully compliant.  You also want to check that you are not paying more tax than necessary.

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31 October 2016

Portugal’s 2017 Budget. Will You Be Affected?

Portugal’s proposed budget for 2017 includes the introduction of a new ‘wealth tax’, to apply to Portuguese properties worth over €600,000.  The income tax surtax will be phased out over 2017.

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25 October 2016

UK Receives New Information On Offshore Accounts

In a year’s time, tax authorities around Europe will have started receiving information on its taxpayers’ offshore assets and income, under the new global automatic exchange of information regime. The UK is already being handed details of hundreds of thousands of offshore accounts held in its Crown Dependencies and Overseas Territories.

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19 October 2016

Are You Sure You Have Escaped UK Tax? - The UK Residence Test

All British expatriates need to understand how the UK Statutory Residence test applies to them. You may be living in another country, but if you are a recent arrival, or if you continue to spend time in the UK each year and retain property there, you need to be sure you know which country you are tax resident in.

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19 October 2016

Tax Planning For Spain In Today’s World

You need to be extra careful with your tax planning these days.  Make sure it is up to date with all the various tax changes and is fully compliant.  You also want to check that you are not paying more tax than necessary.

read more ...

14 October 2016

Living In France – Tax Issues British Expatriates Need To Know

It is not difficult to appreciate why so many people fall in love with France and consider making it their home. There are, however, some tax and financial essentials you need to plan for if you are to get the best out of living in France.

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