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Posts matching 'Retirement'

Why Portugal Appeals to High-Net-Worth Individuals in 2025

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 […]

Golden Visas 2025: The Four European Countries Where You Can Still Get Citizenship Through Property Investment

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, […]

The Benefits of Financial Planning as a UK Expat

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 […]

Retirement Planning for Expats in Spain

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Gibraltar–EU Treaty: Implications for Residence Cards, Schengen Access & Data Sharing

Issuance of New Gibraltar Residence Cards Recognition of Gibraltar Documents at EU Border eGates 90-Day Schengen Stays and Border Systems Information Sharing with Schengen Authorities Key Principle: Gibraltar Controls Its Residence System Notification Process No List-Based Data Sharing Special Exemptions

Navigating the Future: Six Pivotal UK Pension Changes in 2024

Having entered 2024, the UK’s pension landscape stands on the brink of significant transformation. The past year has been a watershed for pension policy, marked by groundbreaking reforms and unexpected policy shifts. UK pension changes for 2024 herald both opportunities and challenges for savers, making it crucial to stay informed and adapt strategies accordingly. Below, […]

Millennial & Gen X Retirement Planning: How To Prep For Your Golden Years

For decades, the UK’s vision of retirement was straightforward: a well-earned rest after years of dedicated work, complete with countryside strolls, tea in the garden, and the unhurried pace of life. Yet, this traditional picture is undergoing a significant transformation, primarily driven by the ambitions and aspirations of Gen X and Millennials.  Millennial and Gen […]

7 Misconceptions About Working With A Financial Adviser

If you’re considering wealth management but are entirely new to the process, you likely have some assumptions and perhaps concerns about what working with a financial adviser is like. Numerous myths and misconceptions surround the financial advice service, some of which can deter those who are new to the process. In this blog, we’ll dispel […]

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