Articles & resources

Mobile pensions are in vogue!

Investors have a wider choice of options than ever before.

The much despised Wealth Tax in Andalucia has been eliminated following Juanma Moreno’s recent election victory...

The evolution of sustainable investments.

Market uncertainty increase demand for low risk investments.

The appeal of a 'non-resident SIPP,' also referred to as an International SIPP.

Few things are more annoying than discovering hidden investment fees!

The importance of cash management in financial planning.

The principles of investment planning.

The quest for transparency!

The provision of cross-border financial services hits a roadblock.

Learn how to restructure your investments tax-efficiently.

There are incentive programmes to retire in Italy.

Increased speculation on how to balance the books!

Tax-efficient investments for expats in Portugal.

The challenge of forecasting the future of QROPS.

Testing times for DB pension scheme funding levels.

The need for clarity on QROPS Overseas Transfer Charge exemptions.

Assets held in a Malta QROPS are beyond the reach of British courts in the event of a separation or divorce.

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.

Forewarned is forearmed!

Seek qualified and regulated advisers!

Tax planning solutions for expats in Spain.

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

The answer depends on how pension legislation evolves in the wake of the upcoming UK and EU trade negotiations.

UK advisers inform their clients that they will no longer be able to deal with them.

Financial planning issues relating to Brexit and EU residency

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

Brexit presents financial planning issues for those moving to Spain.

Estate planning is easier with a Spanish will.