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What can UK expatriates in Spain expect from Brexit?

At last we have some clarity around Brexit. While we still don’t know what the UK’s new relationship with the EU will look like next year, the transition period provides some certainty until 31 December 2020. What might change when it comes to residence, taxation and UK pensions, and what steps can you take to prepare? ...Full Article

Countdown on to review UK pension options before Brexit

After four years of uncertainty, we can now expect Brexit to start taking effect after the transition period ends on 31 December 2020. While nothing should ...Full Article

Canary Isles tax changes for 2020

While the Spanish state budget for 2020 is still pending, the local government in the Canary Isles has approved its regional budget for 2020. This includes ...Full Article

Make sure your money lasts as long as you do: five questions to consider

Today, most people can expect to live into their 70s and beyond. While this is good news, increased life expectancy comes with some downsides; can we ...Full Article

Strategic financial planning for the New Year

Of course, you can review your financial planning any time to ensure it is on the right path, but the New Year is the perfect prompt ...Full Article

How to retire to the Canary Isles with financial peace of mind

Anyone recently retired or approaching retirement is entering a new and exciting phase in life. While some worry retirement will be boring, many embrace the freedom ...Full Article

It’s time in the market, not timing the market, that reaps rewards

Given current Brexit concerns and global economic uncertainty, we hear many people ask whether this is a bad time to invest. The simple answer is that ...Full Article

Five things expatriates need to know about UK inheritance tax

Inheritance tax revenue continues to soar for the UK Treasury, reaching a record high of £5.4 billion in 2018/19. Make sure you understand your position and ...Full Article

Is time running out for tax-free pension transfers?

If you are already retired or have chosen to re- tire in Spain, take steps now to review your pen- sion options before Brexit potentially changes ...Full Article

Cross-border tax planning for today’s global transparency

Tax transparency has been revolutionised by the global automatic exchange of information under the ‘Common Reporting Standard’ (CRS). Now in full flow, this initiative enables tax ...Full Article
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