Investment markets
It was a dramatic start to the year for investment markets. We saw sharp falls, with markets retreating mainly due to two factors: China and oil prices. At our last
Sole Trader’s Rights || Part 3
This is the third in a seven-part series on the self-employed in Portugal In 2015, there were over 700,000 sole traders in Portugal. Being your own boss has its advantages.
Tax havens and Portugal – are you paying more tax?
Many British expatriates do not usually think twice about holding assets or buying funds domiciled in the UK’s offshore centres. However, if you are resident in Portugal, there are tax
Sole traders – The isolated act || Part 2
This is the second in a seven-part series on the self-employed in Portugal If you are a salaried worker (Category A) but do a sole trader job (Category B) on
Domicile status and UK inheritance tax
One of the most important financial tasks you have as an expatriate is to plan how and to whom you will leave your assets. It can be a complex process,
Celebrating 30 years of success
How many companies do you know that have managed to weather the financial services industry over the last 30 years and continue to grow? Not an easy task, I hear
Planning for a tax-efficient move from Portugal
I normally encourage people to move to Portugal, championing the various benefits of living here. However, I also know there are situations where it is right for someone to move
Estate planning – will you have control and certainty?
We all sleep better when we feel confident that our affairs are in order, and as we get older we think more about the legacy we will leave to future
IRS: dates you need to put in your diary
This year, when you submit your IRS declaration for 2015, it will be much different than in previous years. With the new IRS laws, the way the Portuguese tax authorities
2016 – Another Challenging Year for the Modern Investor
For the modern day investor, whether you are in for the long or short term, markets remain as uncertain as they were in 2015. Interest rates continue to follow a

