Welcome to Our Succession Planning Blog Collection

Looking for expert insights, helpful tips, and inspiring stories about Succession 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 Portugal: A Wealth Manager’s Guide for Expats & Residents

Inheritance Tax Portugal: A Wealth Manager’s Guide for Expats & Residents

Learn about inheritance tax in Portugal. While traditional inheritance tax was abolished, a 10% stamp duty (Imposto do Selo) applies to Portuguese assets for non-direct heirs. This guide covers exemptions,...

Navigating Inheritance Tax in Spain for Non-Residents: Your Essential Guide

Navigating Inheritance Tax in Spain for Non-Residents: Your Essential Guide

Navigating inheritance tax in Spain can be complex, especially for non-residents. This guide breaks down the unique rules, key distinctions between resident and non-resident taxation, and how regional laws impact...

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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