News & Insights

Recent tax reforms in the UK – including the planned abolition of the non-dom regime and a move toward residence-based inheritance tax – are prompting many high-net-worth individuals (HNWIs) to reassess their residency, tax planning, and succession strategies. With similar shifts under way in other traditional wealth centres, HNWIs are increasingly seeking stable jurisdictions that […]

If you’re a British expat living in France, you’ve probably heard of assurance vie—a popular and flexible investment product widely used for long-term savings, tax optimisation, and estate planning. But while the benefits of assurance vie are well publicised, the rules around how withdrawals are taxed can be more complex, especially for those navigating cross-border […]

Golden Visas 2025: The Four European Countries Where You Can Still Get Citizenship Through Property Investment In recent years, many EU countries have shut down or scaled back their Golden Visa programmes—especially those based on real estate. Portugal and Ireland have closed property routes entirely, and other nations have tightened eligibility or increased scrutiny. However, […]

As of Monday, 7th July 2025, Cyprus officially joins the EU Blue Card scheme, opening the door to a new era of professional migration for highly skilled non-EU nationals. This long-anticipated step positions Cyprus as an attractive destination for international talent, aligning with broader European Union goals to strengthen the knowledge economy and promote legal […]

For British nationals living in France, understanding how to manage savings and investments under a different legal and tax system can be challenging. However, one financial structure stands out for its flexibility, efficiency, and long-term planning benefits: the French Assurance Vie. Understanding Assurance Vie The Assurance Vie is a cornerstone of financial planning for residents […]

Why a strategic financial plan is essential for British nationals living abroad For British nationals who have chosen to live, work, or retire overseas, the expat lifestyle offers many opportunities—warmer climates, cultural enrichment, tax advantages, and improved quality of life. However, these benefits can quickly be undermined without careful and informed financial planning. Whether you’re […]

Spain continues to be one of the most popular retirement destinations for British expats and globally mobile individuals seeking a warm climate, excellent healthcare, and a high quality of life. But while the Mediterranean lifestyle may be the initial draw, long-term success as a retiree in Spain requires careful  financial planning and an understanding of […]

Portugal has long been a favoured destination for internationally mobile individuals seeking a high quality of life, EU access, and favourable residency or citizenship routes. However, from 19 June 2025, the Portuguese government has implemented radical changes to its immigration and citizenship laws, marking a significant shift that will impact investors, retirees, and families planning […]