The multi-manager investment approach – specialists vs generalists
Did you see the athletics at the Commonwealth Games in Birmingham this summer? Or at the World or European Championships? And, of course, we had the Tokyo Olympics last year.
Protecting and growing your wealth
Five key elements for successful investing Whether you have capital to invest, or it is time to review your portfolio to make sure it is on the right track, there
UK inheritance tax and domicile – what you need to know today
UK inheritance tax follows you around the world, since it is based on domicile, not residence. You could live in Portugal long term and still be liable for this legacy
Portuguese Draft State Budget 2022 – what’s the plan?
The newly formed government, sworn into office by President Marcelo Rebelo de Sousa and headed by Prime Minister António Costa, has released the draft state budget (DSB/2022). As the government
UK Chancellor’s Spring Budget 2022
UK Chancellor of the Exchequer, Rishi Sunak, delivered the Spring Budget on March 23. Although the statement does not present any significant changes that should affect your financial planning arrangements,
How much capital gains tax you pay in Portugal?
Like many countries, Portugal imposes a capital gains tax on the sale of assets. It only applies to gains made on real estate and investments; personal items are not taxable
The importance of domicile
For British expatriates, understanding domicile is an important element of estate planning. It is domicile, not residence, that determines your liability for UK inheritance tax. With rates at 40%, UK
When is your tax freedom day?
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, national insurance/social security, capital
UK Autumn Budget 2021 – A focus on economic recovery
The Chancellor’s second budget of the year was notably lacking any significant changes to Qualifying Recognised Overseas Pension Schemes (QROPS), pension tax relief, capital gains tax and inheritance tax. Instead,
UK inheritance tax collection reaches £6 billion – will your family be affected?
The UK’s inheritance tax haul continues to set new records as it rakes in £6 billion for 2021. This 19% rise translates to almost £1 billion more taxes collected in