Are your investments suitable for you?
We often write about the importance of protecting your wealth, from taxes, inflation, institutional failure etc. It is worth highlighting that one key element, whether you are looking at tax
It’s not too late!
If you did not transfer your teacher’s, NHS or any other unfunded public sector pension away from the UK prior to April 5, 2015, you will undoubtedly have been informed
Are you ready for the new automatic exchange of information?
We are about to enter a new era for international tax planning and cross border wealth management. January 2016 sees the start of a new global automatic exchange of information
IRS Tax Breaks – Asking for an invoice || Part 1
As part of the fight against the underground economy, the Portuguese government has introduced several tax incentives to encourage consumers to ask for invoices, thereby assuring that VAT is paid
A review of the new UK pension rules
Deciding what to do with your pension savings is one of the biggest financial decisions you ever make, because it affects your long-term financial security. The new UK pension rules
A New Landscape for Investors || Part 2
In this, the second part of our journey, the intention was to shed some light upon some of the vagaries of stock markets and dissect a few of the urban
When Is Your Tax Freedom Day?
If you have ever had the feeling that you spent half of your life working just to pay tax, you are probably not far wrong. With income tax, social security,
The era of bank secrecy is over!
In recent years, EU governments have come under pressure from their constituents to implement punitive measures to levy tax on large amounts of undisclosed wealth held in offshore accounts. Governments
When will interest rates rise?
The Bank of England’s August monetary policy meeting was a disappointing one for savers, signalling that the first interest rate move would not come until around May next year. The
10 things to consider when moving to Portugal
Are you planning to move to Portugal? As someone who has lived here for 15 years I can tell you you’ve made a good choice. It is a beautiful place

