Right place, wrong taxes
Imagine this scenario: you are a British expatriate living in Portugal, enjoying the lifestyle you have dreamed about. Then you receive a letter from your local tax office claiming you
Why effective tax planning is so important
When it comes to savings and investments, is your main objective to preserve your wealth, provide an income or generate growth? Perhaps it is all three? Whatever the answer, tax
It’s time in the market – not timing the market – that reaps rewards
Given current Brexit concerns and global economic uncertainty, we hear many people ask whether this is a bad time to invest. The simple answer is that it is not so
Five questions to help future-proof your legacy
It is likely you have put a lot of thought into your financial planning to set you up for the life you want. Have you done the same for your
What to look out for to protect your pensions
Since the 2015 pension freedoms, there has been more choice than ever for how Britons can access their retirement benefits. While this is generally welcome, it has been accompanied by
Six things you should know when buying Portuguese property
If you are looking for your dream home in the Algarve, enjoy the search. There are so many wonderful properties here, you will be spoiled for choice. As well as
Should you keep hold of UK investments in Portugal?
However well we have settled into our new lives in Portugal, most UK nationals living here maintain some British habits. Whether it is a Sunday roast, following the football or
Cross-border tax planning for today’s global transparency
Over 100 countries are now automatically sharing financial information on taxpayers to expose tax evasion – and tax authorities are starting to benefit. Tax transparency has recently been revolutionised by
How much will a UK property cost you in taxes?
Whether for practical, sentimental or financial reasons, many British expatriates keep hold of a house in the UK. But over recent years, the tax burden has increased for most UK
Timing is everything if you are returning to the UK
If you are returning to the UK after being resident overseas, early and careful planning can help make your move as seamless and tax-efficient as possible. We normally encourage relocating