Widening your horizons makes sense when it comes to investing
Home bias is a concept long known to football fans, who have long been convinced that referees favour clubs playing at home, especially when they are supervising games involving rich
Deadline for regularisation by AT (tax authority)
Law number 7/2021 of February 26 reinforced taxpayer guarantees and simplified tax procedures, having amended the General Tax Law, the Tax Procedure and Procedure Code, the General Tax Violations Regime
Will your pensions get caught in the lifetime allowance trap?
One key outcome of March’s UK Budget was that the pensions lifetime allowance (LTA) was frozen at its current level for at least the next five years. This measure is
IMF “duplicates pessimism over Portugal”
The IMF has ‘duplicated’ its already negative estimate over the size of Portugal’s deficit this year. The last projection was for 2.7% (while the Portuguese government itself was working on
IRS 2020 – Nº 3: Education expenses
The IRS code allows a 30% credit for costs of education with an upper limit of €800 for family members. You can claim tuition and school fees. However, expenses that
Tech Investing – no escape
Technology is involved in one way or another in almost everything in Western society. We use social media for social contacts, robots are used in factories to do the monotonous
UK Budget 2021: What are the implications for you?
While there was little in the way of immediate changes in the latest UK Budget, the freezing of some allowances is set to increase tax bills in the long run.
IRS 2020 – Nº 2: Medical Expenses
How can I save on my taxes? Of all the credits and deductions available, medical expenses are customarily the single largest for most taxpayers. In 2020, the tax credit is
Why it’s time to ‘think local’ for your financial planning
In these times of restrictions and lockdowns, our worlds have become a lot smaller. Whether this will have a long-term effect on your travel, lifestyle and shopping habits will be
IRS 2020 – Nº1: General Expenses – an overview
To make the most of the interactive tax system, you should give your tax number (NIF) on invoices for any expense in order to be entitled to the following tax










