Welcome to Our Planning Blog Collection

Looking for expert insights, helpful tips, and inspiring stories about 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.

Expat Overseas Pension Transfers: A Clearer Way to Think About Your Retirement

Expat Overseas Pension Transfers: A Clearer Way to Think About Your Retirement

Are you leaving your retirement planning behind? Discover how Expat Overseas Pension Transfers can align your pension with your new life abroad. In this 2026 guide, we explore the critical...

Retiring to Spain from the USA: The Wealth Management & Tax Guide (2026)

Retiring to Spain from the USA: The Wealth Management & Tax Guide (2026)

Retiring to Spain from the USA is more than a lifestyle change; it is a complex cross-border financial event. This guide reveals why standard expat advice fails American citizens, specifically...

Retire to Spain from the UK: A Wealth Manager’s Guide to Residency, Tax & Pensions (2026)

Retire to Spain from the UK: A Wealth Manager’s Guide to Residency, Tax & Pensions (2026)

Deciding to retire to Spain from the UK is a dream for many, but without a wealth management strategy, it can become a costly reality. This comprehensive guide breaks down...

Discretionary vs Advisory Portfolio Management: Which Is Right For You?

Discretionary vs Advisory Portfolio Management: Which Is Right For You?

Choosing how to manage your wealth comes down to one crucial question: should you hand over the controls, or approve every single move? This is the core of the discretionary...

10 Most Common Spanish Inheritance Tax Questions Answered

10 Most Common Spanish Inheritance Tax Questions Answered

Navigating Spanish inheritance tax, can feel overwhelming. You may have heard conflicting stories: that it's cripplingly high, or that some people pay nothing at all. Both can be true. This...

Inheritance Tax in The Canary Islands: A 2025 Expat’s Guide

Inheritance Tax in The Canary Islands: A 2025 Expat’s Guide

Thinking about inheritance tax in the Canary Islands? A major 2023 reform introduced a 99.9% tax reduction for most families. This guide details who qualifies, the implications for non-resident expats...

UK State Pension update for EU residents

From April 2026, the rules around voluntary National Insurance contributions for people living outside the UK are changing.

If you live in the EU and expect to rely on the UK State Pension, it may be worth reviewing your position while current options remain available.

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