Why it’s time to ‘think local’ for your financial planning
In these times of restrictions and lockdowns, our worlds have become a lot smaller. Whether this will have a long-term effect on your travel, lifestyle and shopping habits will be
Three mistakes to avoid when estate planning for Portugal
Estate planning always needs careful consideration but is even more important for expatriates, who face two key complications. First, there is the legal element – will your will work as
Brexit: As UK banks start withdrawing services for expatriates, what next?
A big issue to hit the news recently is whether UK banks can continue providing services to EU residents after Brexit. It has been widely reported that high street banks
Should you transfer UK pensions overseas? The pros and cons of QROPS
One of the many pension options for British nationals living in Portugal is transferring to a Qualifying Recognised Overseas Pension Scheme (QROPS), but this is by no means a one-size-fits-all
Are your pension funds safe from UK tax penalties?
How much are your pensions worth? The answer is not always clear, especially if you have accumulated several pensions over your lifetime. While it may seem beneficial to hold as
Five tips to get your finances Brexit-ready
Reviewing your currency, investment, tax planning and pension options now can help you secure financial security for 2021 and beyond. Now that the extension deadline for the Brexit transition period
Is time running out for tax-free pension transfers?
Understandably during this global health emergency, normal life has been paused while priorities have shifted. With all that’s been going on, it is easy to forget that the Brexit transition
How might the global lockdown affect your tax residency?
With coronavirus quarantine measures and travel restrictions across the world, the ability to move freely between countries has been greatly reduced. While some people have been able to choose where
What can UK expatriates in Portugal expect from Brexit?
What do you need to know to secure residence benefits, currency flexibility and avoid higher taxation on UK assets and pensions when Brexit takes full effect? At last we have
Are you sure you have escaped UK tax? Understanding the UK residence test For British
For British expatriates, it is crucial to establish your tax residency and understand how UK rules apply to you, especially as Brexit approaches. It is not just those who have