How UK investments are taxed in Portugal
Many British expatriates living in Portugal continue to hold the same savings and investments they had in the UK, even if they are living here long-term. While this is understandable,
Does your estate planning in Portugal provide control and certainty?
Expatriates in Portugal can take steps to make sure the right money passes to the right hands at the right time in the most tax-efficient way possible. As we get
Will UK assets invite a bigger tax bill after Brexit?
In preparation for Brexit, most UK expatriates in Portugal have secured residence or put plans in place to settle before the transition period ends in December. But the planning shouldn’t
Is time running out for tax-free pension transfers?
Understandably during this global health emergency, normal life has been paused while priorities have shifted. With all that’s been going on, it is easy to forget that the Brexit transition
Investing for the long-term: Why time in the market matters
Aside from the devastating human impact, the coronavirus pandemic has affected economies and businesses everywhere, making this a highly volatile time for global markets. While this can be extremely unsettling
Protecting your Portuguese assets: is your paperwork in order?
Many foreigners have chosen to live or to buy holiday homes in this wonderful country. But how many have reviewed their estate planning to protect these Portuguese assets? The future
Why Portugal is so much poorer than other European countries
This lockdown has allowed me to revisit one of my favourite books, The Year of Living Dangerously by Christopher Koch. I still remember buying it in the 1980s in an
Use the lockdown to lock up your assets
Most people prefer not to think about their own mortality, but the current coronavirus crisis has made that impossible. It is estimated that over 50% of people do not have
Using this time to look after your financial wellbeing
Those of us fortunate enough to be safe and healthy during these unprecedented times will be looking for positive ways to spend our time in lockdown. While home improvements, baking
NHR – 2020 State Budget requires a minimum tax of 10% for foreign pensioners
Expatriates to pay at least €7,500 in income tax per year on foreign sourced pensions With the proposed NHR changes in the 2020 State Budget, promoting Portugal as the “Florida