The first step on your financial journey in Portugal – choosing your adviser
There are various reasons why people take financial advice; for help investing or with their pension, tax queries, estate planning guidance etc. What many do not realise, however, is that
Long-term UK expats may face huge UK tax charges
“The latest numbers from HMRC show people are passing on more and more to the taxman rather than their loved ones” – The Daily Mail UK expats who have lived
Work on digital platforms: presumption of employment contract
Under the terms of article 12-A, added to the Labour Code by Law 13/2023, of April 3, a digital platform is a legal person that provides or makes available services
Buying property in Portugal? Six tax considerations
If you are looking for your dream home in Portugal, enjoy the search. There are so many wonderful properties here in fantastic locations, you’ll be spoiled for choice. It is
Is it time to consider downsizing your home?
Portugal offers fantastic property opportunities in outstanding surroundings, so it is unsurprising that many Britons choose to retire to their own place in the Algarve. Whether you buy your main
Managing your investments when living in Portugal
Moving to Portugal is the perfect opportunity to have a fresh look at your savings and investments. You need to adjust your tax planning and estate planning to take account
Moving to Portugal? The tax and wealth management essentials to know before you go
While it is never too late to review and adjust your financial planning for living in Portugal, if you are still planning your move, it pays to do your research
Inflation update and planning ahead to protect our savings
It has been two years now since inflation began to climb, and we were soon noticing the higher cost of living. Prices continued rising over the following year, peaking in
Portugal’s non-habitual residence (NHR) regime – 10 years of tax benefits
You may consider moving to Portugal for a healthier, more relaxed lifestyle, but it also offers much wider appeal, giving new residents the opportunity to enjoy a decade of generous
Changes to the Golden Visa programme
The proposal to restructure the Golden Visa programme was discussed and approved on July 19. In a surprising turn of events, it was decided no longer to terminate the programme,










