Categories

EU Taxation Matters

A grandfather handing a written will to a smiling father and young daughter at a wooden table.
February 25, 2026
French Wills

Where there's a will, there's a way to reduce taxes!

Two professionals review financial reports and global data during finance planning session.
February 10, 2026
Double Taxation Treaties and Overseas Pension Transfers

Individual States often have their own tax rules regarding the treatment of pensions.

Stacks of coins arranged from low to high with an overlaid bar-and-line growth chart, while two business professionals sit blurred in the background at a desk.
January 13, 2026
Capital Gains Tax

Budget statements are always preceded by a slew of rumours and conjecture. The 2025 UK Autumn budget was no exception.

Married couple reviewing docs
April 20, 2025
UK Inheritance Tax on Non-Resident Pensions

Taking proactive steps now is key to navigating IHT changes effectively and securing your financial legacy for the future.

Hands covering the golden "TAX" letters on coin piles.
March 20, 2025
UK Inheritance Tax and New Long Term Non-Residence Rules

The recent UK Budget, like all major fiscal events, established clear winners and losers.

A professional financial advisor in a suit explaining a document to a senior couple during a consultation about wealth taxes.
August 17, 2021
Wealth Tax in Spain

Learn how to restructure your investments tax-efficiently.

Elderly hands placing euro banknotes into a glass jar labeled allowance
June 26, 2021
Lifetime Allowance changes

Increased speculation on how to balance the books!

Happy senior couple enjoying retirement in Italy with coastal view and wine
June 24, 2021
Retire in Italy | Some useful tips!

There are incentive programmes to retire in Italy.

Financial advisor consulting a couple on retirement and pension planning
Financial planning: time for a spring clean!

A checklist of areas for attention.

March 25, 2020
Inheritance Tax Planning and Double Tax Treaties

The process of minimising inheritance tax exposure for heirs can be particularly difficult for foreign residents whose cross-border situation is likely to give them additional tax planning headaches.

British senior couple smiling while holding a Modelo 720 declaration form in a home office
March 5, 2020
The Modelo 720 declaration

Tax planning solutions for expats in Spain.

British senior couple smiling while using a laptop together at a kitchen table, reviewing documents and managing finances at home
October 25, 2019
Financial planning and Brexit

Taking advantage of local and international tax-efficient investment plans.

Financial paperwork and investment charts on a professional office desk with a passport, with UK and EU flags
September 19, 2019
Brexit and EU residency

Financial planning issues relating to Brexit and EU residency

Close-up of an elderly man’s hand holding a magnifying glass over a “Residency Requirements” form beside a passport and Spanish flag on a wooden desk
September 6, 2019
Spanish residency requirements post-Brexit

Becoming a Spanish tax resident might not be as unattractive as previously assumed.

Non-resident tax documents in Spain on a professional office desk.
January 26, 2019
Non resident tax Spain

Knowing the rules and regulations can turn out to be worthwhile!

Elderly woman reviewing financial notes at home with a miniature house, coins, and a small Spanish flag on the desk, representing pension and retirement planning in Spain.
October 22, 2017
Spanish inheritance tax

Navigating the intricacies of Spanish inheritance tax can be challenging for expatriates.

Senior man calculating retirement finances with euros at home.
October 6, 2017
Domicile and inheritance tax

Local tax legislation could mean tax must be paid in the country of residence if the beneficiaries are tax resident in the same country.