Welcome to Our Tax Planning Blog Collection

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

The Ultimate SIPP Guide for Expats with UK Pensions

The Ultimate SIPP Guide for Expats with UK Pensions

Managing a UK pension from the EU, Switzerland, or the USA? It's a maze of cross-border tax, currency risk, and complex rules. Many expats leave their funds "frozen" or underperforming,...

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...

Navigating Spain Tax Changes in 2025: News for High-Net-Worth Investors

Navigating Spain Tax Changes in 2025: News for High-Net-Worth Investors

A new multi-year plan has introduced a series of Spain tax changes that directly impact high-net-worth individuals, international investors, and expatriates....

Inheritance Tax in Andalucia Spain – Your Guide In 2025

Inheritance Tax in Andalucia Spain – Your Guide In 2025

Understanding Inheritance Tax in Andalucia, Spain, doesn't have to be complex. This article aims to clarify common misunderstandings about Inheritance Tax in Spain and provide an updated overview of Inheritance...

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,...

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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