Advice Articles

Expat financial advice from the experts

Investment income taxation France 2018

Investment Income Taxation France 2018

Investment income taxation France 2018 What are the changes in Investment income taxation France 2018? As of January 2018 tax residents of France are no longer required to pay French Wealth Tax on savings and investments. Additionally, there is a new tax rate on investment income benefits.  Below I have identified the main changes for […]

720 Modelo pension

What impact does the 720 Modelo have on my pension?

720 Modelo and my pension Before answering ‘what impact does the 720 Modelo have on my pension’ we are best off breaking it down. Many of our clients know about the 720 Modelo but are unsure the exact details and associated implications. So…… What is the 720 Modelo? Brought in under new legislation in 2012 […]

NT (Nil Tax) code

How to apply for your NT (Nil Tax) code?

 Applying for an NT (Nil Tax) code? If you’re a British national living outside of the Uk, looking to drawdown an income or currently drawing down an income from a UK pension scheme, then applying for an NT (Nil Tax) code will be of great importance. An NT code means you won’t pay tax on the […]

export

Looking to export? You may need to spend time living abroad

There’s thousands of opportunities out there, it’s your job to find them and conquer them. UK business owners are currently going through a period of great uncertainty. With the economy going through something of a rough patch, and Brexit ambiguity a constant shadow hovering above us, many businesses are more concerned with staying afloat than […]

401k

401k Roth IRA (Individual Retirement Arrangement) Rollover Rules

US Expat moved offshore and still have a 401k based in the US? Already a US expat living offshore and have 401K or Roth IRA. The process of rolling over or transferring your current 401K scheme is now relatively easy with most providers. With offshore scheme provider’s available you can still invest within the US […]

Spring Budget

What did the Spring Budget mean for QROPS?

Spring Budget  The Spring Budget has brought changes to ‘Qualifying Overseas Pension Schemes (QROPS) . Which will affect expats who want to transfer their pensions outside the EU, New Zealand and Australia. In a policy expected to net the treasury £65 million in 2017/2018, transfers of pensions will now be subject to a 25% tax. […]

Spanish Tax

Spanish Tax Authorities are getting tougher!

Spanish Tax Authorities getting tougher! The Spanish tax office has announced new measures to crack down on tax fraud. Their tax plan for 2017 revealed new IT tools and processes that will make it easier to investigate the Spanish tax affairs of wealthy individuals. Tax Fraud sounds very serious and of course it is. However, […]