Expert Insights for Expats, Investors, and Beyond

If you’re an expat living in Spain — or planning to move — Modelo 720 remains one of the most important (and misunderstood) tax reporting obligations you’ll face. Although the form itself has existed for more than a decade, recent legal rulings, penalty reforms, and...

Assurance Vie (“life insurance” in French) isn’t just life cover — it’s one of France’s most powerful wealth-building and tax-efficient investment vehicles. It’s especially attractive for expats and retirees because it combines flexible investing with powerful tax and...

Malta, a picturesque island nation in the Mediterranean, continues to attract expats with its sunny climate, rich history, and vibrant lifestyle. Whether you are considering relocating for work, retirement, or a new adventure, this guide will provide essential...

Are you looking for ways to maximise your investment returns? Thinking about tax-efficient investing in the form of investment bonds? Or pondering whether investment platforms would be better? Then you've come to the right place. In this blog, we're about to explore...

Would you face a retirement income gap if you wanted to (or needed to) retire early? If you originate from the UK or currently live there, are you one of the millions of people relying on getting the State Pension before you can retire? If you can't be certain that...

Ah, the joys of moving overseas! New adventures, cultures, languages, and now... new financial headaches. But worry not! We are here to help if your UK financial adviser told you they can no longer assist you due to Brexit.With the UK’s departure from the EU,...