It’s not easy to outpace markets – here’s how you can try
This year has had more shocks, twists and turns than most, with the Covid-19 pandemic, continuing Brexit uncertainty, US-China trade tensions and a US presidential race. Fortunately, with potential vaccines
Portuguese State Budget 2021: what we know so far
The proposed 2021 state budget, fashioned with strong socialist leanings, has been delivered to the National Assembly for debate and approval before the end of 2020. After three months of
Does your cross-border tax planning stand up to today’s scrutiny?
There has never been more tax transparency than today. With the ‘Common Reporting Standard’ (CRS) global initiative now in full flow, tax offices across the world are keeping track of
Brexit: As UK banks start withdrawing services for expatriates, what next?
A big issue to hit the news recently is whether UK banks can continue providing services to EU residents after Brexit. It has been widely reported that high street banks
How will freedom of movement in Portugal change from 2021?
In just a few weeks, when the Brexit transition period officially ends at midnight (CET) on December 31, UK nationals will lose the automatic right to come and go in
Does deflation or inflation pose the biggest threat to Portugal?
If there is one thing guaranteed to strike fear into economic policy makers, it is mention of the dreaded D word. Deflation occurs when prices in general fall for a
Financial Emigration for South Africans
What is financial emigration Financial emigration is a decision that needs to be made when one has decided to permanently move residency, and no longer reside in South Africa. This
US elections and the stock market
With elections looming in the United States, this year was always going to be an interesting stock market year. The global corona crisis was an added bonus for those who
What you need to think about to help future-proof your finances
Not much is certain as we head into the final stretch of 2020. Unfortunately, with no end in sight for the global coronavirus pandemic and still no final word on
The right of residence after Brexit
On January 31, 2020, the United Kingdom ceased to be a Member State of the European Union. With the exit of the United Kingdom from the European Union on January