European Union: Investment Strategy

The Irish Department of Finance has unveiled a comprehensive roadmap to transform how retail investors are taxed, with a new investment account at its core designed to simplify the tax framework and encourage greater participation in capital markets. The proposal includes annual contribution limits, a tax-free threshold, and a flat-rate tax structure that eliminates the controversial deemed disposal rule, while also signaling broader reforms to investment fund taxation from Budget 2028 onwards. This initiat

What happens to your investments, pensions, and tax position when you decide to leave Spain? Many expats build financial plans that only work in their current location, but life circumstances change. Understanding how to maintain financial flexibility across borders ensures your money doesn't prevent you from making future life choices.

Malta's Permanent Representative to the EU, Neil Kerr, examines how the proposed Savings and Investments Union differs from the Capital Markets Union and explores its potential impact on Malta's high household savings rate. The discussion addresses whether this EU initiative can effectively channel Malta's substantial savings into more productive investments while respecting national competencies and market proportionality.

In this episode, serial entrepreneur Mik Strøyberg talks to our host, Hanane Fathi Roswall about his latest investment, Heynabo! where neighbours and neighbourhoods are connected via a digital platform to facilitate more face-to-face interactions.

European financial regulators are advancing major reforms across sustainable finance disclosure, investment firm risk management, and ESG ratings oversight. From stricter sustainability reporting requirements under SFDR 2.0 to streamlined fund reporting frameworks and new endorsement rules for third-country ESG ratings, these developments signal a significant shift in regulatory expectations for asset managers, investment firms, and rating providers operating in EU markets.

On 20 May 2026, the European Commission published a targeted consultation on the review of Regulation (“EU”) 2023/1114 on Markets in Crypto-Assets (“MiCA”).

Under AIFMD 2.0, the transfer to third parties of loans originated by Luxembourg alternative investment funds (AIFs) managed by an EU alternative investment fund manager (EU AIFM)...

The European Commission published its final proposal for a regulation amending the Sustainable Finance Disclosure Regulation ("SFDR") on 20 November 2025 ("SFDR 2.0").

AIFMD II introduces significant changes for alternative investment funds ("AIFs") that originate loans and their managers...