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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 option to transfer overseas Many expatriates have chosen to transfer their UK pensions to a Qualifying Recognised Overseas Pension Scheme (QROPS). Transferring can consolidate several UK pensions under one tax-efficient ...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

Spain cannot discriminate against non-EU/EEA countries for succession and gift tax

If you have family living outside the EU/EEA, they should no longer have to suffer higher taxes imposed under the state rules for Spanish succession and gift tax. This ...Full Article

Estate planning for UK nationals in Spain

British expatriates living in Spain need to be aware of, and plan for, a number of inheritance issues Your last will and testament If you live in Spain, it ...Full Article

Do you know where you are domiciled? Are you sure?

For British expatriates, understanding domicile is an important element of estate planning. It is domicile, not residence, that determines your liability for UK inheritance tax. Domicile is a complex ...Full Article
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