Can you afford the cost of living longer?
By making the lifestyle choice to live in the Algarve, you will want to make the most of what this region has to offer by enjoying the beautiful scenery and
Exchange of information – what changes in September?
Last September, tax authorities across the world, including Portugal and the UK, began sharing and receiving new information on their taxpayers’ offshore assets and income. This is carried out under
Why having too much in UK pensions can prove costly
More Britons than ever are being penalised for holding too much money in pensions. Official figures reveal 40% more people paid UK ‘lifetime allowance’ tax charges for breaching the government’s
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
Should you be worried about a Brexit ‘cliff-edge’ for your money?
Attention has recently focused on a potential aspect of a post-Brexit world – whether expatriate Britons receiving private pensions or insurance payments from the UK will lose access to their
Looking after your pension starts with avoiding scams
There has never been more choice for what Britons can do with their pension. While this freedom is generally welcome, unfortunately it has brought a sharp increase in pension scams
Pension advice in Portugal: six tips for getting it right first time
With more options than ever for what you can do with pensions, quality advice for expatriates is crucial. How can you establish the best outcome for a financially secure retirement
How much capital gains tax will you pay in Portugal?
Like many other countries, Portugal imposes a capital gains tax, but it only applies to gains made on real estate and investments. Personal items are not taxable, and assets being
Home bias vs diversification: some home truths about investing
Think about where you hold your savings and investments. Is there one area that stands out in terms of geographical region and asset type? For many expatriates, it is common
One year until the Brexit due date: What we know and don’t know
With only one year to go until Britain officially leaves the EU, we explore how things stand for expatriates in Portugal under the proposed Brexit deal. Residency: What we know