Swiss banks and the tax evasion crackdown
May 6, 2014 was a historic day for Switzerland. It joined other Organisation for Economic Cooperation and Development members in committing to apply automatic exchange of information, in a bid
European financials: the story in 2014 so far
This week I found an interesting piece written by Rob Burnett, manager of a leading Fund House on the subject of the recent correction in peripheral banks and his outlook
New annuity scandal
It has been reported that savers were locked into rip-off retirement contracts by insurers, without permission, just days before the government said over-55s would be free to withdraw pension funds
Determining and proving domicile
Domicile is a very important issue for British expatriates. You remain liable to UK inheritance tax on your worldwide assets for as long as you are domiciled or deemed domiciled
When is your tax freedom day?
If you ever had the feeling that you spent half your working life just to pay tax, you are probably not far wrong. What with income tax, national insurance/social security,
Where do you park your hard-earned savings?
Mario Draghi, the European Central Bank (ECB) president, is the first major central banker to cut the key interest rate below zero! Meaning that banks who park their money at
Tax planning for a return to UK || Part 2
If you are a British expatriate planning to return to the UK, in order to lower your UK tax liabilities it is important to seek advice and start planning before
A “completely different world” as Europe introduces negative interest rates
In the UK, speculation is growing about when interest rates will finally rise. Here in Europe, the European Central Bank (ECB) has made a historic move in the opposite direction
Tax planning for a return to UK || Part 1
When you move from one country to another, it is very important to plan ahead to ensure your income and assets will be structured as tax efficiently as possible. Leaving
Capital Gains Tax charge on non-residents owning UK situated property
First of all, a note from this writer … As a resident independent financial advisor based in Portugal, it is essential that I keep tabs on changes to international financial

