Retirement - Expat Network

How UK Pensions Are Taxed In Portugal

If you’re retiring to Portugal, how will your UK pensions be taxed there? Other than government service pensions, your pension income will be liable for Portuguese tax, with the treatment varying according to the type of pension. Understanding the rules helps you plan ahead, avoid unwelcome surprises, and take the opportunity to establish the most…

Impact Of New Inheritance Tax Rules On Expats

Changes to UK inheritance tax that came in from April 2025 benefit UK expats as the rules change from a domicile-based system to a residence-based system. The new rules mean that British expats will be exempt from UK inheritance tax (IHT) on worldwide assets after living abroad for a certain number of years. UK citizens…

How To Make Life Easier On Yourself As A Retiree

How many years have you been looking forward to retirement and yet you still feel busy and sometimes even overwhelmed? That’s true of many retirees who realize that life is not as relaxing as they thought it would be. That can be disappointing- when you have to do a lot of work even though you…

The 10 Most Affordable Places To Retire In The South Of The USA

Stretch your savings and live your golden years to the fullest in these budget-friendly cities and towns. The decision about where we want to spend our retirement involves complex variables that include our families, health, interests, aspirations, and finances. As the cost of living continues to rise, finding the right city or town to make…

Financial Planning When Retiring Abroad

When retiring to Europe what are the options for funding the move, how do you arrange to receive your state pension and transfer your private pension(s) while abroad. What are the financial issues that need to be considered before you make the move? Jason Porter of Blevins Franks takes you through the key financial issues…

Expats – Plan Your Retirement Abroad

Many expats having spent a proportion or all of their career abroad get used to a different climate and lifestyle and do not feel drawn back to their home country when considering their retirement. There are many options for retiring and it is a very personal decision on where to retire. For some retiring where…

How To Claim The UK State Pension Abroad

You can continue to claim your State Pension when you decide to retire abroad, provided you have paid enough UK National Insurance contributions to qualify. If you have not yet started receiving your pension you can get a State Pension statement to tell you how much State Pension you may get In order to claim your pension…

Accessing Healthcare When You Retire Abroad

Retiring abroad is a major decision and one of the key issues if we are to get the best out of life in retirement wherever we are is access to good quality healthcare. The accessibility of healthcare should be one of the key factors in the decision on where to retire. There can be a…

Property Options When Retiring Abroad

A Spanish villa with a pool on the Costa Del Sol, a charming old farmhouse in the Dordogne, an apartment in The Algarve or a country home on the rolling hills of Tuscany. Whatever your vision for your retirement abroad you need to be sure you make an informed decision about where you plan to…

Inheritance Trusts: Inheritance Tax In Spain

A trust is a legal arrangement used in countries such as the United States and the United Kingdom, but it is not recognised in Spain. Here AGM Abogados explain the issues around the use of trusts and inheritance tax in Spain. Written exclusively for Expat Network by Dimitrichka Nedelcheva Anghelova, Tax and Fiscal Lawyer. AGM…