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Welcome to Our Planning Blog Collection

Looking for expert insights, helpful tips, and inspiring stories about Category: Planning? You’re in the right place. This is your go-to hub for everything we’ve published in this category — whether you’re seeking practical advice, exploring new ideas, or staying up to date with the latest trends. Browse through our curated posts below and discover content designed to inform, empower, and spark fresh thinking. We update regularly, so check back often for new articles tailored to your interests.

Inheritance Tax Baleares: 2025 Guide for Residents and Non-Residents

Inheritance Tax Baleares: 2025 Guide for Residents and Non-Residents

Discover how Inheritance Tax works in the Balearic Islands in 2025. Learn regional allowances, kinship groups, and how to calculate your tax as a resident or non-resident....

Inheritance Tax in Madrid A 2025 Guide For Residents and Expats

Inheritance Tax in Madrid A 2025 Guide For Residents and Expats

Inheritance Tax in Madrid Spain offers some of the most generous reliefs in the country. This 2025 guide explains who qualifies, how the allowances work, and what makes Madrid uniquely...

Living in Andalucía: Sunshine, Soul — and Smart Wealth Planning

Living in Andalucía: Sunshine, Soul — and Smart Wealth Planning

Thinking of living in Andalucía? Beyond the sun-drenched charm and slower pace of life, this region offers distinct wealth management advantages for expats. From regional tax breaks to cross-border pension...

How to Buy Property in Switzerland in 2025: A Comprehensive Guide for Foreign Buyers

How to Buy Property in Switzerland in 2025: A Comprehensive Guide for Foreign Buyers

Are you considering a move to Switzerland. Our comprehensive guide on How to Buy Property in Switzerland in 2025 is the perfect place to start....

Understanding Spanish Gift Tax: A Guide for Expats and Retirees

Understanding Spanish Gift Tax: A Guide for Expats and Retirees

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....

Wealth Tax in Andalucia: What’s The Situation in 2025

Wealth Tax in Andalucia: What’s The Situation in 2025

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...

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