Our inheritance tax planning service will save you money

With careful inheritance tax planning we can help you reduce your liabilities whether you live in the UK or overseas.

Portuguese succession law applies to the worldwide assets of Portuguese residents (with the exception of non-Portuguese real estate) and to Portuguese real estate belonging to non-residents of Portugal.  Portuguese law currently states that children and the spouse must inherit a certain proportion of the deceased's assets, but for UK nationals if you have a valid Will (in Portugal) your own private international law can override Portuguese succession law and you should be able to leave assets to who you wish.  For this reason it is essential to structure the ownership of your property correctly and our advisers are able to assist you in this area.

Many expatriates retain their liability for UK inheritance tax. What’s more, in certain European countries, such as Spain and France, expatriates may also be liable for tax on assets held there.

We’re here to help you protect your beneficiaries’ interests. We’ll start by reviewing your financial planning.  Our focus will be on thorough inheritance tax planning to help you reduce the amount of tax due.

The Financial Services Commission does not regulate tax advice