How to make things easier for your family and heirs
Understandably, many people avoid discussing the practical implications of their death with family. But if your affairs are not in order, your loved ones may face unnecessary costs and delays
‘Brussels IV’ and Portugal: How to ensure your legacy goes to the right place
If you have moved to Portugal, you should have taken steps to ensure that your finances and tax affairs are all set up for your life here. But have you
How much capital gains tax will you pay in Portugal?
Like many countries, Portugal imposes a capital gains tax on the sale of assets. Unlike others, it only applies to gains made on real estate and investments. This means that
Should you transfer a final salary pension? Six questions to help you decide
If you were offered £235,000 now or an inflation-proofed £10,000 a year for the rest of your life, what would you choose? This is a dilemma faced by many Britons
Beat uncertainty by taking control of your finances
They say the only certainties in life are death and taxes; at times like these, this has never seemed more true! As the UK enters unchartered waters with Brexit looming
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. Whether it is a holiday home or somewhere permanent, it is important to
Does your estate planning provide control and certainty?
As we get older we tend to think more about our legacy. No matter your age or state of health, you should already have a will in place that specifies
There’s more to love about Portugal than sun, sea and golf
You may consider moving to the Algarve for a lifestyle change or to soak up some sunshine in your retirement years. But Portugal also offers much wider appeal, as new
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
What are your UK pension options in Portugal today?
Pensions are often the key to long-term financial security, so it is crucial to take extreme care when deciding what to do here. Expatriates have the added complication of factoring