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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 it offers. If you have chosen to retire in the Canary Isles, you probably fall into the latter category! Tenerife certainly offers a beneficial lifestyle for retired expatriates, but long-term financial security is ...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 it is not ...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 how you can ...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 the rules. The ...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 offices across the ...Full Article

What to look out for to protect your pensions

There has never been more choice for how Britons can access their retirement benefits. While this is generally welcome, it has been accompanied by increasingly sophisticated pension fraud. Most ...Full Article

Time to take interest in your investment options

These are challenging times for investors, especially for those looking for growth through low-risk investments. Bank interest rates around much of the world remain extremely low. The UK rate ...Full Article

Protecting your wealth and financial security

You have worked hard to build up savings, whether investments or pensions, to allow you to enjoy a long and comfortable retirement in the lifestyle you were planning for. ...Full Article

Planning a tax-efficient move to Spain

If you’ve been dreaming about living full time in the Canary Isles but haven’t yet, what’s stopping you? While many people need to wait until retirement, for others it ...Full Article

Six tips for protecting and growing your savings

Amidst today’s climate of global uncertainty and prolonged low interest rates, careful planning is particularly important to secure long-term financial security. These six key tips can help. Establish a ...Full Article
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