An introduction to forced (protected) heirship – Part 2
Mitigating forced heirship rules The application of forced heirship rules depends on the laws of each jurisdiction. Some techniques may alleviate the impact of forced heirship rules. Professional advice should
Six tips for getting your pensions strategy right, first time
With so many options for UK pensions, it can be difficult to know what to do to achieve a financially secure retirement. The ongoing uncertainty surrounding Brexit and political volatility
Weekly Update 26th July 2019
Nine out of ten for sterling GBP: Decisive new government Sterling was unchanged on the week against the Swiss franc and lost nearly a whole US cent. Elsewhere, however, it
But for a natural disaster we could all be speaking Portuguese rather than English
I am currently trying to learn Portuguese, a task made more difficult by the fluent English skills of so many locals. I say “bom dia” at the supermarket till, only
Should you keep hold of UK investments in Portugal?
However well we have settled into our new lives in Portugal, most UK nationals living here maintain some British habits. Whether it is a Sunday roast, following the football or
Weekly Update 19th July 2019
GBP: Dancing to Brexit’s tune Sterling had a losing week, down by an average of 0.4% to the other major currencies. It could have been worse. Investors took an intense
Is this the time to move to Portugal?
If you have been dreaming about living in Portugal but haven’t yet, what’s stopping you? While many people need to wait until retirement, for others it may be the fear
The importance of being registered as a tax resident in Portugal
If you live in Portugal, it is likely to be in your interests to register as a tax resident – doing so will ensure that your worldwide income and capital
Weekly Update 12th July 2019
GBP: No more miserable than usual Although it was a losing week for the pound, there was nothing too dramatic and its average loss against the other major currencies was
Cross-border tax planning for today’s global transparency
Over 100 countries are now automatically sharing financial information on taxpayers to expose tax evasion – and tax authorities are starting to benefit. Tax transparency has recently been revolutionised by










