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If you’re living in Spain, understanding the local gift tax (Impuesto sobre Donaciones) is crucial when transferring assets to family, friends, or charitable organisations....
If you are moving to Portugal with a 401(k), this guide explains what to do with it, how it may be taxed, what alternatives exist, and how to stay compliant...
Andalucía has become one of Spain’s most tax-attractive regions thanks to its rules on wealth tax for both residents and non-residents. But with the introduction of Spain’s new Solidarity Tax...
Inheritance Tax in Catalonia can be confusing—especially for expats. Discover how regional rules differ from the rest of Spain, what allowances apply, and how to reduce your tax burden effectively....
Discretionary fund management gives investment managers full control over asset decisions, aiming to provide expert-driven, responsive portfolio management. But is it truly the best approach for investors? In this guide,...
Managing a Self-Invested Personal Pension (SIPP) as a UK expat in the US presents unique challenges, from unexpected tax liabilities to investment restrictions. This guide explains how SIPPs are taxed,...
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