Europe
Five things you should know about estate planning in Portugal
For British expats living in Portugal, or for those with Portuguese assets, the local equivalent of inheritance tax maybe relatively straightforward, says director of Blevins Franks Jason Porter, but succession law is very different. If advisers do not understand the rules, their client’s estate may not be distributed in line with their wishes or could attract more taxation than necessary.
Sarasin & Partners launches eurozone equity fund
Asset management group Sarasin & Partners has launched the Sarasin Systematic Eurozone Equity fund, which aims to provide investors with capital growth over the long term.
Alexander Beard launches euro Sipp for British expats in France
International IFA firm Alexander Beard has unveiled a euro-denominated self-invested personal pension (Sipp) aimed at British expats living in France.
Over 90 countries ‘screened’ for EU tax haven blacklist
The European Union has written to more than 90 countries warning them that they are being “screened” and may appear in a planned “blacklist” of tax havens.
Aviva sells 50% stake in French life insurer Antarius
British insurer Aviva has sold its entire stake in France’s Antarius to a Société Général subsidiary but confirmed that it will continue to manage a chunk of its assets.