Mastering tax efficiency – navigating tax responsibilities when relocating to Portugal
When it comes to financial planning after a move to Portugal, ensuring proper tax management should be a top priority. Doing so will help you to avoid overpaying taxes unnecessarily
More families than ever caught in UK inheritance tax net
The 2022/23 tax year proved to be yet another record year for UK inheritance tax (IHT) receipts. This is expected to keep growing, so what can you do to protect
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
Independent workers and outsourcing services
Within the scope of Law 13/2023, of April 3, 2023, which introduced amendments to the Labour Code, the situation of self-employed workers and the outsourcing of services deserves an autonomous
Optimising tax efficiency for UK investments in Portugal
Many British expatriates living in Portugal maintain savings and investments from the UK. While this inclination is understandable, you should review whether your assets are structured in the most tax-efficient
Why retirement planning matters at any age
Whether you are nearing retirement or it is several years away, it is never too early to start thinking about how you will finance your golden years. Even if you
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
Shedding a UK ‘Domicile of Origin’ in favour of a Portugal ‘Domicile of Choice’
There are now an estimated 40,000 British nationals living in Portugal, many enjoying beneficial tax status under the Non-Habitual Resident (NHR) regime. But NHR status lasts for only 10 years,
Investments too good to be true?
Are the investments being offered to you a little too good to be true? We look at some past examples where people have lost capital through fraudsters and failed schemes,
Agenda for decent work
The Agenda for Decent Work and Appreciation of Young People in the Labour Market is a set of measures aimed at improving working conditions and reconciling personal, family and professional