Author: Dan Henderson

Make sure one New Year’s resolution is to review your financial planning to check it is on track to protect your family’s long-term wealth. Preparing for Brexit Although the official

As inheritance tax revenue continues to soar for the UK Treasury year-by-year, it seems more families are getting caught in the net. The UK government collected a record high of

When you have worked hard to build up your savings, it is important to understand what level of protection you will receive if a financial institution is unable to repay

In the last planned budget before the Brexit due date, Chancellor Philip Hammond insisted that “austerity is coming to an end, but discipline will remain”. Choosing to spend rather than

If you live in Portugal or have Portuguese assets, you need to make sure your estate planning is in order. While the local inheritance tax regime is relatively straightforward, succession

With the Brexit clock ticking, there are just months of certainty left for expatriates living in Portugal. If you have chosen to retire here, take steps now to review your

Many expatriates have found it tax-efficient to own property through a corporate structure. If you own Portuguese property this way, or are thinking about buying a home here through a

It makes sense for British expatriates to adapt their financial planning for their life abroad. By taking advantage of opportunities available for Portuguese residents, you can potentially reduce taxation and

Everyone has their own set of circumstances, goals and needs when it comes to their finances. With good financial planning, you can map these out and identify steps you can