News & Insights

For high-net-worth individuals and international families, wealth planning is rarely straightforward. The tax landscape is constantly shifting, with governments introducing new rules, closing loopholes, and reforming existing structures to generate more revenue. At present, discussions around new or expanded wealth taxes are gaining momentum across multiple jurisdictions. Whether it’s inheritance tax reforms in the UK, […]

For many families, the concept of “generational wealth” is central to their financial planning. It’s about more than simply accumulating assets during a lifetime — it’s about ensuring those assets provide security, opportunity, and legacy for children, grandchildren, and future generations. But as governments worldwide continue to reform tax systems in response to economic pressures, […]

Financial planning has never been simple. From pensions and investments to estate planning and tax management, the choices you make can have long-lasting consequences for your lifestyle and your family’s future. Add to this a constantly shifting regulatory landscape, and it’s no surprise that many people feel overwhelmed. One of the most significant recent changes […]

For many people, their pension is the single biggest financial asset they will ever build. It represents decades of hard work, careful saving, and a cornerstone of financial independence in retirement. Increasingly, pensions are also viewed as a way to provide for the next generation, often forming a key part of estate and legacy planning. […]

As we move through 2025, both Spain and the UK are undergoing significant tax and regulatory changes that may affect your financial planning. Below we highlight the most important developments. Across the EU, governments are required to deliver their budgets in October each year, aligned with multi-year fiscal roadmaps approved by Brussels. For Spain, delays […]

If you’re a UK national living in Portugal, your estate planning requires careful review to ensure it aligns with Portuguese law and your family’s needs. Arrangements made under the UK system may not provide the same outcomes once you are resident in Portugal. While many people devote time to retirement planning, fewer consider what happens […]

Portugal continues to attract expatriates from around the world. Its warm climate, rich culture, and relaxed lifestyle make it an appealing destination for those looking to retire or begin a new chapter abroad. For many, the benefits go beyond lifestyle: Portugal also offers specific tax planning opportunities for those who prepare in advance. Whether you […]

If you are planning to move to Spain, or have recently done so, you have made an excellent choice. With its rich culture, warm climate, and relaxed lifestyle, Spain offers a wonderful quality of life. It also presents opportunities to review and adapt your financial planning. Where possible, it is best to begin preparations well […]