Now is the time to secure tax-free pensions in Portugal
Since I wrote this article, the Portuguese government has released its state budget for 2018. In spite of all the expectations, it did not include any changes to pension taxation
Should you cash-in a ‘gold-plated’ pension? Six questions to help you decide
If you were offered £300,000 now or an inflation-proofed £10,000 a year for the rest of your life, what would you choose? This is a similar dilemma faced by many
Do you know where you are domiciled? Are you sure?
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 have ever had the feeling that you spent half your working life just to pay tax, you are probably not far wrong. What with income tax, national insurance/social
Right place, wrong taxes
Imagine this scenario: you are a British expatriate, living in Portugal and enjoying the lifestyle you have dreamed about. Then you receive a letter from your local tax office claiming
Moving to Portugal? 7 questions that could save you money
If you are planning on moving to the Algarve, or have already moved, you have made an excellent choice. Not only is it a beautiful place to live, Portugal offers
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
Current pension and healthcare rights may survive Brexit
It may be early days in the Brexit negotiations, but so far there is some reassurance for expatriates living in Portugal and other EU member states. On June 26, Theresa
What owning a slice of Portugal will cost you in tax
For many expatriates, owning a place in the sun is part of the dream retirement in Portugal. Be it a holiday home or somewhere more permanent, it is important to
First tax information exchange approaching
In just a few months’ time, the tax authorities in Portugal and the UK will start to receive new information on their taxpayers’ offshore assets and income. This is carried