The new UK tax year: What has changed, what hasn’t, and what’s on the way
The 2025/26 UK tax year ticked over on April 6, 2025. Here we summarise this year’s tax rates and allowances, who is affected by the domicile reform and how, and
How UK investments are taxed in Portugal
Many British expatriates living in Portugal continue to hold the same savings and investments they had in the UK, even if they are living here long-term. While this is understandable,
Review your financial planning for 2025
Key points to consider as we enter the new year The New Year often inspires reflection and goal setting in areas like health, happiness, lifestyle, and finances. As we enter
Spend time in Portugal? Are you paying the right taxes in the right country?
If you have moved or are moving to Portugal, tax planning should be high on your priorities. Otherwise, you could easily end up paying more tax than necessary, or even
Investment decision paralysis – how to overcome an overload of choices
In 2002, there were around 30,000 managed investment products to choose from. Over the next two decades, however, the number of choices has grown exponentially to more than 742,000 products
Planning a tax-efficient return to the UK
While Portugal has so much to offer Britons living here, for some expatriates there comes a time when they want or need to return to the UK. An easy mistake
UK tax update for British expatriates in Portugal
Following the UK spring budget in March and start of the new tax year in April, we look at changes and announcements that may affect British retirees in Portugal. Tax
The UK Spring Budget – how could it affect expatriates?
UK Chancellor Jeremy Hunt delivered his Spring Budget 2024 to parliament on March 6. Expected to be his last budget before the next General Election, it included various changes to
Portuguese taxes in 2024: What you need to know
The Portugal 2024 budget introduced one significant tax reform for 2024 – the popular non-habitual residence programme closed for new applicants. Otherwise, Portuguese taxation remains similar to recent years. Income
Resolve to review your financial planning for 2024
The New Year is a time when most of us take stock of our situation and set goals to improve our health, happiness, lifestyle and wealth. This year, make it