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Free Financial Planning Guides & Brochures

Brochures

Assurance Vie France

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Blacktower – Who we are

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Life Assurance (Portugal)

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Regular Savings

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Regular Savings (UK)

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Regular Savings (Cayman Islands)

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Regular Savings (Portugal)

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Retirement Planning Solutions (France)

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Retirement Planning Solutions (Spain)

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Tax compliant investments (Spain)

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Wealth Management (Cayman)

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Wealth Management Solutions (France)

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Wealth Management Solutions (Spain)

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Wealth Management Solutions (Portugal)

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Guides

Autumn Statement

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Guide to ESG investing

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Guide to UK Inheritance Tax (IHT)

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Guide to the Algarve

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How to migrate as an American moving to Europe

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How to plan your retirement – A guide for Americans

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How to prevent Cybercrime

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Retirement Planning (Portugal)

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Spring Budget Guide – UK 2024

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Tax Guide (UK)

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Tax Guide (France)

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Tax Guide (Portugal)

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Tax Guide (Spain)

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The 401K guide – A comprehensive resource for retirement planning

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US Expats in Portugal – Tax Optimization Guide

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US Citizens Moving to Portugal – 2023 Tax Guide

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Why US citizens should keep US investment accounts?

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The 401K guide – A comprehensive resource for retirement planning

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Magazines

2023 – Issue 16

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2022 – Issue 15

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2021 – Issue 14

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2020 – Issue 13

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2018 – Issue 12

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Tools

QROPS Pension Calculator

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Risk Profile Questionnaire

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