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 David Bowern


 

 

   

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 David Bowern
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One year until the Brexit due date: What we know and don’t know
Tuesday, 17 April 2018

With less than a year to go until the UK officially leaves the EU, we explore how things stand for expatriates under the proposed Brexit deal.

Residency: What we know

Although Brexit is scheduled for 29th March 2019, a 21-month transition period is lined up to maintain existing residency rules and benefits until the end of 2020.

Under the proposed citizens' rights agreement, Britons “lawfully residing” in an EU member state before the 31st December 2020 cut-off date will retain the right to remain and access existing benefits in that country after full Brexit takes effect.

Existing partners and close family members can join settled residents in an EU country, even after Brexit.

However, residency rights expire if you are absent from the country for five continuous years.

 

 
Good news for UK nationals about Spanish Succession Tax
Tuesday, 17 April 2018

Spanish succession and gift tax is an unpopular tax, so much so that thousands of people renounce their inheritance each year, largely because of the prohibitive tax bills.  However, over recent years reforms made by many regional governments have significantly reduced this tax liability for spouses, descendants and ascendants.

 
The new UK tax year: What changes from April?
Thursday, 22 March 2018

The new UK tax year ticks over on 6th April 2018. What changes may affect expatriates in Spain? Is there anything you can do to make the most of existing rules and prepare for future changes? 

 
UK inheritance tax to be simplified?
Thursday, 22 March 2018

If you struggle to navigate the UK’s Inheritance Tax (IHT) regime you are not alone.  Whether you are setting up your estate planning or sorting out the estate of a departed family member, the system can be hard to follow.  Getting your planning wrong may mean your family are faced with unexpected high inheritance tax bills. 

 

 
How to make things easier for your family and heirs
Monday, 12 February 2018

Understandably, many people avoid discussing the practical implications of their death with family. But if your affairs are not in order, your loved ones may face unnecessary costs and delays during that difficult time.

What should you consider to make things as easy for them as possible, before and after your death?

 
What can expatriates in Spain do with their UK pension in 2018?
Monday, 12 February 2018
With pensions, your long-term financial security is at stake, so take care to do what is right for you and your family. Start by understanding the options available for different pension types.
 
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