Tax and financial planning for UK residents and expatriates

Refreshingly individual financial planning since 1898

Latest News

Harmonising European Succession Law

New EU Succession Regulations come into force on 17 August 2015 with the intention of harmonising the differing, and sometimes conflicting, laws of the EU countries in relation to the succession of assets. The regulations have been established to make things less complicated, but it remains to...

Tax form mislead – HMRC apologises

Following the recent pension regulation changes in April 2015, HMRC has introduced a new tax form which aims to simplify the process of reclaiming any overpaid tax. According to recent reports, rather than helping pension savers reclaim 30 day refunds on any overpaid tax (provided that they...

Inflation negative – it’s in the maths

Headline news at the moment is that inflation is negative for the first time since 1960 It’s useful to put this into context – it is the case that inflation is negative but only because of the way the calculation works. Inflation used to be calculated by...

New office location

We’ve expanded further! We are delighted to announce that we have opened up a new office location in Marbella, Spain. International Financial Planner, Mark Davies, has been appointed to head up the new Spanish office commencing in May. We believe that Mark is aptly suited to the...