Categories

EU Taxation Matters

Capital Gains Tax
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.

UK Inheritance Tax on Non-Resident Pensions
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.

UK Inheritance Tax and New Long Term Non-Residence Rules
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.

Wealth Tax in Spain
August 17, 2021
Wealth Tax in Spain

Learn how to restructure your investments tax-efficiently.

Retire in Italy | Some useful tips!
June 24, 2021
Retire in Italy | Some useful tips!

There are incentive programmes to retire in Italy.

Lifetime Allowance changes
June 26, 2021
Lifetime Allowance changes

Increased speculation on how to balance the books!

Inheritance Tax Planning and Double Tax Treaties
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.

The Modelo 720 declaration
March 5, 2020
The Modelo 720 declaration

Tax planning solutions for expats in Spain.

Financial planning and Brexit
October 25, 2019
Financial planning and Brexit

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

Brexit and EU residency
September 19, 2019
Brexit and EU residency

Financial planning issues relating to Brexit and EU residency

Spanish residency requirements post-Brexit
September 6, 2019
Spanish residency requirements post-Brexit

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

Non resident tax Spain
January 26, 2019
Non resident tax Spain

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

The French will
January 4, 2019
The French will

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

Domicile and inheritance tax
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.

Spanish inheritance tax
October 22, 2017
Spanish inheritance tax

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

Double Taxation Treaties and Overseas Pension Transfers
August 12, 2017
Double Taxation Treaties and Overseas Pension Transfers

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