Expat Financial Advice News & Insights

Portugal, with its stunning landscapes, vibrant culture, and welcoming atmosphere, has emerged as a top destination for expats from the US and UK seeking a change of scenery and a taste of the laid-back Mediterranean lifestyle. Living in Portugal offers a unique blend of modern conveniences and rich historical heritage, set against the backdrop of […]

Making contingency plans for the unexpected is an essential part of wealth management. However, this aspect of financial planning should not be confined simply to strategising for the possibility of inflation, volatility, currency exchange movement and other macro factors; it should also account for personal factors. For example, how might your circumstances and goals change over time and are your retirement financial plans flexible enough to respond to these changes?

Examples of changes in personal circumstance include long-term care and medical costs, or large one-off capital expenses. And another important question, albeit loaded, is that of divorce.

There is good reason to address this question; 2017 data from the Office for National Statistics reveals that despite overall divorce rates for opposite-sex couples being at their lowest level since 1973, divorce among older people is actually rising.*

The landscape of work has been transformed, with more British professionals considering Spain as their preferred destination for remote work. It’s easy to see the appeal of remote working in Spain, particularly in the depths of a British winter. Why not jet off to somewhere sunny and bright, where sandy beaches and crystalline waters give […]

Recent developments in France’s immigration policy could bring significant changes for British second-home owners in the country. A new law, part of a broader immigration bill, has been proposed and is currently under review, which, if approved, would grant automatic long-stay visa rights to Britons owning second homes in France.  However, it’s important to note […]

Málaga, Spain, renowned for its vibrant culture and scenic beauty, has been named the best city for expatriates in 2023. This coastal city is not just a haven for tourists; it’s an ideal destination for those seeking a permanent change, offering a high quality of life, a warm and welcoming community, and a myriad of […]