The cost of Covid – Careful tax planning has never been more important
The Covid pandemic has placed a great deal of economic strain on governments across Europe. New initiatives, such as furlough schemes and government grants, were introduced to relieve much of
Balancing the Chancellor’s books…could your pensions be affected?
The UK Chancellor Rishi Sunak, like his counterparts in Europe, has a difficult balancing act to find ways of raising revenue while keeping public support strong for the government. And
Think beyond residency when planning for life in Portugal
The Brexit countdown encouraged many Britons to move to Portugal in 2020, perhaps earlier than originally planned and without having full time to prepare. Although this would have guaranteed citizens’
How to arrange your legacy in Portugal
It is likely you have put thought into your financial planning to set you up for the life you want. Have you made financial arrangements for your future heirs with
Will your pensions get caught in the lifetime allowance trap?
One key outcome of March’s UK Budget was that the pensions lifetime allowance (LTA) was frozen at its current level for at least the next five years. This measure is
Portuguese taxes in 2021: What you need to know
The latest Portuguese Budget has kept tax rates and rules the same for 2021. If you are already familiar with Portuguese taxes, this makes things a lot easier! However, Brexit
Why retirement planning matters at any age
Whether you are nearing retirement or it is several years away, it is never too early to start thinking about how you will finance your golden years. Even if you
Does your cross-border tax planning stand up to today’s scrutiny?
There has never been more tax transparency than today. With the ‘Common Reporting Standard’ (CRS) global initiative now in full flow, tax offices across the world are keeping track of
What you need to think about to help future-proof your finances
Not much is certain as we head into the final stretch of 2020. Unfortunately, with no end in sight for the global coronavirus pandemic and still no final word on
Five things you should know about estate planning in Portugal
If you live in Portugal or have Portuguese assets, don’t overlook getting your estate planning in order. While the local inheritance tax regime is relatively straightforward, succession law here is