Creating and maintaining a successful investment plan
Whether you’re looking to invest new capital or refresh neglected savings and investments, how should you establish a successful investment portfolio? If you’ve recently moved here, reviewing your investments to
UK tax reforms: What expatriates in Portugal need to know
It’s a new era in the UK, with the last budget introducing a raft of tax reforms. Some are already in effect; others start with the new tax year on
Tax implications of buying property in Portugal
If you are looking for your dream home in Portugal, enjoy the search. There are so many wonderful properties here in fantastic locations, you’ll be spoiled for choice. As always,
The UK budget tax reforms
The UK Chancellor, Rachel Reeves, presented her much-anticipated first Budget on October 30. It aims to strengthen the foundations of the economy and deliver change by protecting working people, fixing
UK premium bonds and British expatriates
It’s easy to hold onto what’s familiar, and Britons feel comfortable with premium bonds and ISAs. But besides the possibility of improving returns, once you leave the UK the tax
What does the new UK government mean for tax and pensions?
It’s all change at Number 10, but what changes are in store for tax and pensions? It is early days, and we may have to wait until the autumn budget
Protecting and growing your wealth
Five key elements for successful investing Whether you have capital to invest, or it is time to review your portfolio to make sure it is on the right track, there
The UK tax residence test and expatriates
Are you sure you have escaped UK taxation? You may be settled in Portugal, but if you spend time in the UK each year or retain property there, you could
Protect your pensions and retirement savings for the long-term
Our pensions are often key for our long-term financial security, but, unfortunately, they are complex. Deciding what to do with yours involves navigating various options, establishing how they suit your
Portugal taxation in 2024
As we bid farewell to 2023, we also say adeus to Portugal’s popular non-habitual residence regime. You don’t need to worry if you already have NHR status as this only