Estate planning in Portugal – five things you should know
Estate planning may not be as complex as in some European countries, but if you live in Portugal or have Portuguese assets, you still need to review and adjust your
Is it time to consider downsizing your home?
Portugal offers fantastic property opportunities in outstanding surroundings, so it is unsurprising that many Britons choose to retire to their own place in the Algarve. Whether you buy your main
Inflation update and planning ahead to protect our savings
It has been two years now since inflation began to climb, and we were soon noticing the higher cost of living. Prices continued rising over the following year, peaking in
Estate planning in Portugal
Ensuring a tax-efficient legacy for your family You have probably spent time on your financial planning, to provide a secure future for yourself throughout retirement. Have you done the same
How does the new UK tax year affect you?
The UK tax year started on April 6, so how will this impact your pocket? UK tax changes can affect you even if you are living in Portugal, so here
Portugal capital gains tax on property
Are you buying or selling a property in Portugal? Whether you are buying your first home here, or downsizing or leaving the country, it is important to understand the Portuguese
Investing principles for your retirement in Portugal
Committing to investments can sometimes seem a little daunting, especially if unpredictable world events have a short-term but significant impact on the markets. However, you can take steps to better
Portuguese Draft State Budget 2023
Portuguese finance minister Fernando Medina delivered his Draft State Budget on October 10. In terms of taxation, the focus was on cryptocurrencies and other related crypto assets and gains. The
Pensions – 5 key things to understand
Pensions is a topic dear to all our hearts. It represents a lifetime of professional effort, but also the rewards should be the fulfilment of that hard work to see
Does your legacy planning in Portugal provide control and certainty?
As we get older, we tend to think more about our legacy, and how it will pass to our loved ones. No matter your age or state of health, you









