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Tax Planning

Moving to Portugal with a 401(k): What Expats Need to Know

Moving to Portugal with a 401(k): What Expats Need to Know

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...

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...

Inheritance Tax in Catalonia: What Expats and Residents Need to Know

Inheritance Tax in Catalonia: What Expats and Residents Need to Know

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....

Expat SIPPs: What UK Pension Holders in the US Need to Know

Expat SIPPs: What UK Pension Holders in the US Need to Know

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,...

Will My UK State Pension Be Taxed in Spain?

Will My UK State Pension Be Taxed in Spain?

Will your UK State Pension be taxed in Spain? Understand tax residency, income tax rates, and strategies to minimise liability while ensuring financial security abroad....

Inheritance Tax in Valencia: A Simple Guide

Inheritance Tax in Valencia: A Simple Guide

Our article aims to clarify common misunderstandings about Inheritance Tax in the Valencia region and provide an updated overview of what you should know and expect....

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