Preparing your finances for the unexpected
We can all agree that these are highly unusual times. A year ago, no-one would have predicted the state of disorder that people, governments, businesses and markets find themselves in
Review your UK pension options in time for Brexit
After four years of uncertainty, we can now expect Brexit to start taking effect after the transition period ends on December 31, 2020. While nothing should change for UK nationals
Resolve to review your financial planning for 2020
The New Year is a time when most of us take stock of our situation and set goals to improve our health, happiness, lifestyle and wealth. This year make it
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
Six things you need to know about pensions today
For many people, pensions are the key to a comfortable retirement. But with Brexit still looming, political uncertainty in the UK and more pension options than ever, it can be
Portugal offers sun, sea … and tax efficiency
The Algarve offers great appeal for anyone looking for a relaxed lifestyle in the sun, but did you know you could potentially enjoy a decade of generous tax breaks –
What UK homeowners in Portugal need to know about capital gains tax
For a long time, UK property owners who lived permanently overseas did not need to worry about UK capital gains tax when selling the property. However, recent changes have seen
Time to take interest in your investment options
These are challenging times for investors, especially for those looking for growth through low-risk investments. We explore the current climate and how you can protect and make the most of
Seven considerations for a tax-efficient move to Portugal
If you have moved to the Algarve or are planning to relocate, you will appreciate it is a beautiful place to live. With careful planning, Portugal can offer many financial
Make your money last as long as you do: Five questions to consider
As life expectancy increases, so does the length of time needed to stretch income in retirement. Taking the right steps now can help you enjoy your dream lifestyle in Portugal