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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 and incredibly adhesive UK common law concept. The basic rule is that a person is domiciled in the country in which they have their permanent home – regarded as your ...Full Article

Take control of your finances in an uncertain world

They say the only certainties in life are death and taxes – this has never seemed more true! However, there are some things you can be sure of and ...Full Article

Should you transfer a final salary pension? Six questions to help you decide

If you were offered £235,000 now or an inflation-proofed £10,000 a year for the rest of your life, what would you choose? This is a similar dilemma faced by ...Full Article

Should you keep hold of UK investments in Spain?

However well we have settled into our new way of life in the Canary Isles, many UK nationals living here continue with some British lifestyle habits.  Whether it is ...Full Article

One size does not fit all when it comes to investments

There is no single investment solution that suits everyone; what will work for you depends on your own objectives, time-frame and risk appetite. With professional guidance you can find the perfect ...Full Article

UK tax office benefits from global exchange of information

The Common Reporting Standard, where countries around the world automatically exchange information about taxpayers’ offshore income and assets, is now in full flow. Tax authorities are beginning to use ...Full Article

Make sure your financial planning is in good shape

Good financial planning is about identifying  steps you can take to protect and make the most of your income, assets and wealth. You can benefit most from reviewing your ...Full Article

Five things you may not realise about UK inheritance tax

As inheritance tax revenue continues to soar  for the UK Treasury year-by-year, it seems more families are getting caught in the net. For expatriates, it can be especially difficult ...Full Article

What are your UK pension options in Spain today?

Pensions are often the key to long-term financial security, so take extreme care when deciding what to do here. Expatriates have the added complication of factoring in the tax rules ...Full Article

Tax news for the Canary Isles

The start of a new year is also the start of a new tax year in Spain, so what tax changes do we have in 2019?Full Article
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