The UK Autumn Budget – What does it mean for pensions and tax?
UK Chancellor Jeremy Hunt delivered his Autumn Statement to Parliament on November 22. For UK residents, the good news was the cuts in National Insurance Contributions, though income tax thresholds
The first step on your financial journey in Portugal – choosing your adviser
There are various reasons why people take financial advice; for help investing or with their pension, tax queries, estate planning guidance etc. What many do not realise, however, is that
Managing your investments when living in Portugal
Moving to Portugal is the perfect opportunity to have a fresh look at your savings and investments. You need to adjust your tax planning and estate planning to take account
Portugal’s non-habitual residence (NHR) regime – 10 years of tax benefits
You may consider moving to Portugal for a healthier, more relaxed lifestyle, but it also offers much wider appeal, giving new residents the opportunity to enjoy a decade of generous
Optimising tax efficiency for UK investments in Portugal
Many British expatriates living in Portugal maintain savings and investments from the UK. While this inclination is understandable, you should review whether your assets are structured in the most tax-efficient
Investments too good to be true?
Are the investments being offered to you a little too good to be true? We look at some past examples where people have lost capital through fraudsters and failed schemes,
UK Spring Budget 2023 – the pensions lifetime allowance is abolished
The main tax changes announced in the UK budget related to pensions. The predicted rise from £40,000 to £60,000 in the annual tax-free has now been confirmed. The real surprise,
Are your savings and investments suitable for you today and your future plans?
We often write about the importance of protecting your wealth, from taxes, inflation, succession restrictions, etc. It is worth highlighting that one key element, whether you are looking at tax
Tax freedom day – how much of your income do you lose to tax?
If you ever had the feeling that you have spent half your working life just paying tax, you are not far wrong. What with income tax, social security, capital gains
The UK tax residence test and expatriates
Are you sure you have escaped UK taxation? You may be settled in Portugal, but if you spend time in the UK each year or retain property there, you could










