Tax residence in Portugal
Tax planning is a key step for people moving to or recently arrived in Portugal, particularly for your investment capital, pensions and estate. Without a personalised, effective tax mitigation strategy
Tax and pensions following the UK election
Now that the dust has settled on the UK elections, what does the result mean for tax and pensions? UK taxation continues to affect British expatriates living here if they
Never too late to take control of your financial future
One of the biggest challenges that expatriates confront when moving abroad is the complexity of expat finances. According to HSBC’s Expat Explorer Survey, 75% of respondents (9,288 respondents worldwide) say
Wealth creation and management – five key elements for success
In our view, there are five key aspects that you need to address to ensure you obtain the optimum investment portfolio to suit you and your particular situation: 1. Right
Hiring incentives
Employers who offer contracts to workers promote net hiring, and may benefit from financial incentives by supporting the most disadvantaged social groups. Incentives are diverse and, in certain situations, can
Another crackdown on QROPS
Qualifying Recognised Overseas Pension Schemes (QROPS) were introduced in April 2006 on the back of EU directives on pension harmonisation. The intention was to enable British expatriates to simplify their
Will Old Blighty be left in the cold?
Eighteen years in the waiting for a Conservative-only cabinet meeting! Whilst a majority win for the Conservatives, the newly-elected “captain of the boat” David Cameron must ensure he has the
UK pension liberation or incarceration?
From April 2015, changes in the UK have given the 55s and over the freedom to decide how to access their pension funds if they have a pension based on how much
Bank of Portugal detects 9,250 false notes in circulation
The Bank of Portugal detected 9,250 false notes in circulation last year, and destroyed €3.6 billion “because they were in poor condition”. The notes amounted to a total of €326,715
Tax implications of owning a property in Portugal
If you own, or are thinking of buying, property in Portugal, you need to be aware of all the tax implications and what your tax liabilities are, both in Portugal

