New UK capital gains tax on property
Until now, many British expatriates have been able to sell UK property without having to pay any capital gains tax in the UK. This changes from April when new rules
UK Pensions 2015 – What Can You Do With Your Funds?
2015 sees the introduction of a new pension regime in the UK. It provides UK residents and British expatriates with a range of options for their pension savings. What will
Is your tax and wealth management in shape for 2015?
Do you have a considered, strategic tax and wealth management plan in place? If so, is it up to date with all the latest developments in Portugal and internationally that
The UK Autumn Statement. How does it affect you?
The UK Chancellor of the Exchequer, George Osborne, delivered his Autumn Statement on December 3. There were a few announcements which may affect expatriates, depending on your circumstances. Personal tax
Salgado elected “the worst CEO of 2014”
Former Banco Espírito Santo (BES) boss Ricardo Salgado has been named the “Worst CEO of 2014” in an “exhaustive study” highlighted by the BBC. Study author, professor of strategy and
Will you or your money return to the UK at some point? Take tax advice now.
What does 2015 have in store for you? For some readers, 2015 will be the year they leave Portugal. You may be a British expatriate who is returning to live
My Christmas message
Christmas time is here again. For many of us Christmas represents a time where we struggle to balance. Balance the joy, the family, the wonderful happy Christmas experience, religious or
Will the UK Inheritance Tax threshold increase?
UK inheritance tax continues to impact British expatriates living in Portugal and their families, since it is based on domicile rather than residence. It is chargeable on worldwide assets, with
European banks stress tests
Twenty per cent of banks failed “stress tests” conducted by the European Banking Authority to see if they are strong enough to withstand another financial crisis. All the major banks
Letter from America
“After the roller-coaster ride of the last month we were bound to have a quiet week sometime. Equities drifted higher as did bonds, but not even the monthly US employment

