A week is a long time in the markets!
In the fast-moving world of financial services, it is quite hard to keep on the pulse of what is going on around the world. We speak to fund managers, stock
Multi-manager investing – specialists outperform generalists
My article a few weeks back, “The Keys to Successful Investment”, touched on the importance of diversification and how you can use multi-manager funds as part of your diversification strategy.
How taxation works under 2014 Legislation
Comparison of taxation as a property manager vs tourist agent A property manager/tourist agent handles 20 properties and charges 20% for support services. With an average letting income of €10,000
Could Portugal be a tax haven for you?
Are you planning to move to Portugal, or thinking about it? Have you been resident here at any time in the last five years? If you answered ‘yes’ to the
Taxation as a Sole Trader
The Simplified Regime The Simplified Regime in Category B (Self Employment) has had massive adherence by sole traders over the years. Currently, 99% of sole traders in Portugal pay their
Impact on Portuguese business activity
There are several government measures that aim at the hiring of workers and trainees, set in motion by the Portuguese Institute of Employment and Vocational Training (Instituto do Emprego e
Pension Lump Sums – A New Second Option
HM Revenue & Customs (HMRC) published its draft Taxation of Pensions Bill on August 6, 2014, covering the new pension freedom that comes into effect on April 6, 2015. Pension
Foretoken demise of the Bond Yield
As stock yields become more attractive than bond yields, is it time to make a flurry and invest in the stock market? If only one had a crystal ball, but
More families paying UK inheritance tax
One of the tax attractions of living in Portugal is the local inheritance tax regime. With spouses and children exempt from this “stamp duty”, a relatively low rate of 10%
2. Social Security for Sole Traders
When you begin an activity as a sole trader, you must be registered with the Social Security if you have not already done so previously. Since 2007, self-employed persons are