News & Resources

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 need for guidance on Brexit-related issues for expats.

Tax planning solutions for expats in Spain.

Seek qualified and regulated advisers!

Forewarned is forearmed!

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.

It's best not to bet; the outcome is too unpredictable!

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

Financial planning issues relating to Brexit and EU residency

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

Estate planning is easier with a Spanish will.

How do changes in the Malta QROPS rules affect you?

The first step is to sit down with an experienced financial adviser to discuss your personal situation and requirements.

Brexit presents financial planning issues for those moving to Spain.

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

Cash-flow modelling is fundamental to accurate and quality retirement advice.

Change is not always a good thing!

Consider whether to transfer your pensions to a more appropriate environment.

Over time the UK will have less influence over expat pensions.

You might wonder how appropriate cryptocurrencies are for pension plans.

Fees have fallen significantly in recent years.

The cost structures of QROPS have evolved due to the increasing competitiveness of providers.

International SIPPs allow access to (almost) any fund available globally.

‍Thankfully, the Pension Protection Fund will come to the aid of some employees and pensioners.

Pension situations can be improved by utilising the increased availability of funds and choice of currencies.

Search the web for pressure groups and sign up for social media sites which are trying to take action against the wrong-doers.

The solution is to use an International SIPP with a suitably flexible investment portfolio underlying the basic structure.

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

Unfortunately, it can leave a trail of destruction in its wake.