Alpadis Group makes acquisition
To enhance their taxation and succession planning capabilities
Expat Tax
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US marketplace evolution: The new horizon for international wealth managers
As cross-border wealth management looks to be a standout area for expansion and innovation
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Is Portugal still an attractive place for UK retirees?
As the uncertainty of NHR surviving grows
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Portugal drops plans to scrap NHR following PM’s resignation
However people are still being urged to apply
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Unlocking new frontiers: Adapting IFA business models for British expats and Americans abroad
As 700,000 British-born individuals reside in the US
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What might be in store for personal taxation under a Labour government?
As shadow chancellor Rachel Reeves indicated several measures the party will and won’t implement
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Just 27% of NHR wealthy expats in Portugal prepared for financial future beyond 10 years
As the government prepares to scrap the NHR tax regime next year
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Plan First Wealth partners with Optimise to provide cross-border tax service
Allowing clients to access US tax preparation and advice
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Expats save over €1bn in tax with Portugal NHR scheme
It ‘has proved to be hugely successful in attracting wealthy individuals’ to the country
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59% of potential expats concerned about tax implications of moving
‘Crucial’ advisers can help reduce the time people spend worrying about money matters
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Wealth firm sets up Aussie expat tax division
It will be run by former EY director of advisory services
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UAE unveils tax residency criteria
Legislation is a ‘logical step’ towards a global compliance framework