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
New report reveals NHR tax holders risk future tax burdens without early planning
A newly released report, “Wealthy Expats in Portugal Survey Report 2024,” reveals that the majority of affluent expats holding NHR tax status have not taken early measures or sought professional
Moving to Portugal: 7 tax-saving considerations
If you have moved to Portugal or are planning to relocate, you have made an excellent choice. Not only is it a beautiful and beneficial place to live, Portugal also
The multi-manager investment approach – specialists vs generalists
Multi-manager investment enables your portfolio to be managed by several different fund managers, each selected for their expertise in specific market sectors. This ‘open architecture’ approach reduces your reliance on
Residency time calculation changes in Portugal
On April 1, 2024, a new change came into force regarding the rule for counting legal residence periods for the purposes of Portuguese nationality applications. The change takes place in
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
Planning a tax-efficient return to the UK
While Portugal has so much to offer Britons living here, for some expatriates there comes a time when they want or need to return to the UK. An easy mistake
Look beyond property to unlock investment potential
For many people, investing in bricks and mortar by buying second or subsequent homes makes financial sense. Property is a solid, reliable investment that holds its value, right? Yes, and
Portugal plans “massive tax cuts” to boost investment and growth
The 60 government measures aim to accelerate business and economic growth Portugal’s government has agreed a massive booster jab package for Portuguese business by bringing IRC tax down to 19%
How UK pensions are taxed in Portugal
When embarking on your retirement journey, it’s important to carefully review all the options for your pensions. Take the time to weigh the pros and cons of each option to