News and Resources

News & Resources

Spanish lawyer explaining succession laws to a British expat couple during a legal consultation in Spain, with Spanish legal documents, law books, and a Spanish flag in the background.

Retirement in Spain

01 Sep 2026

Spanish Succession Laws What British Expats Need to Know

Spain is one of the most popular retirement destinations in Europe; however, many British expatriates are surprised to learn that Spanish succession and inheritance laws differ significantly from those in the UK.

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A stressed man over 50 reviewing financial documents, passports, and foreign currency while planning an international move.

21 Jul 2026

Common Financial Mistakes Expats Make When Moving Abroad

Moving abroad is an exciting new chapter. Whether you're retiring to France, relocating to Spain or Portugal, or starting a new career overseas, months of planning usually go into making the move a success.

Wooden blocks spelling "Offshore Bonds" placed on financial reports with investment charts, calculator, and global wealth management documents.

02 Jun 2026

What is an Offshore Bond?

International mobility can create both planning opportunities and tax complexities, making it important to regularly review investment structures and long-term financial strategy.

Smiling British couple planning finances, putting coins in a piggy bank with a globe, travel items, and calculator—symbolizing retirement and overseas pension planning.

15 Apr 2026

Retiring and transferring pension abroad

Planning for retirement early can help expats feel more confident and less anxious about managing assets spread across multiple countries and tax authorities.

Investments for Retirement

Retiring to Portugal

UK Pension Lifetime Allowance

Retirement in Spain

Retirement in France

Pensions Matters

Pension transfers outside EU

Pension Transfers

EU Taxation Matters

Our most popular articles on financial planning

Euro retirement savings with piggy bank and falling cost trend.

QROPS

04 May 2018

Pension transfer cost

Fees have fallen significantly in recent years.

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Calculator with an upward arrow and rolled banknotes illustrating low cost QROPS options

Retirement in France

19 Apr 2018

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

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Self-Invested Personal Pension document on a desk.

Pension transfers outside EU

05 Apr 2018

Brexit and SIPPs

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

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A mature couple working together at a desk; the woman takes notes with a pen while the man types on a laptop next to a calculator, representing personal pension management.

SIPPs

25 Jan 2018

What can a SIPP invest in if you retire in France?

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

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White piggy bank wrapped in chains and a padlock beside a pension portfolio folder, calculator, coins, and financial charts, symbolising restricted pension access and retirement savings under pressure

QROPS

16 Nov 2017

What to do if you hold suspended funds in your pension portfolio

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

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Golden pension nest egg being transferred from the United Kingdom to the United States across a world map, with UK and US flags symbolising international pension transfer.

Pension transfers outside EU

08 Nov 2017

UK pension transfers to the US

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

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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.

EU Taxation Matters

22 Oct 2017

Spanish inheritance tax

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

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“Worried middle-aged man sitting at a desk covered with financial documents, staring anxiously at a laptop in an empty financial adviser’s office with a closed sign on the door

QROPS

12 Oct 2017

When your financial advisers go bust

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

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Senior man calculating retirement finances with euros at home.

EU Taxation Matters

06 Oct 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.

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Smiling financial advisor wearing glasses and a tie, talking on a phone at a desk in a bright office

QROPS

26 Aug 2017

The end of cold calling for pensions

Unfortunately, problems caused by nuisance calls are more widespread than ever before!

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