Remember – there is now UK capital gains tax on property
With all the noise around the UK pension reforms this year it is easy to forget that there was another big change affecting everyone here who owns property in the
Pensions for a new era
Compliance is a top priority for many in a world fraught with fiscal and monetary uncertainties and automatic information sharing. Those who wish to reach a safe retirement, or to
Are your funds suitable for you?
There are thousands of investment funds available to invest in. Besides the traditional ones that invest in equities, bonds and real assets, you may have seen funds advertised that sound
When does an investor migrate from accumulating wealth to preserving wealth?
Too opaque a question most people would claim! However, when planning retirement such a question becomes the most adequate question of all. Over the preceding number of years, never have
Tax treaties have a direct impact on expatriates
The UK has an extremely sophisticated and large network of double tax treaties. How much do you know about what a double tax treaty is there for? And do you
How moving to Portugal can save your tax
For UK nationals looking to live abroad, there are many good reasons to choose Portugal and one of them is its beneficial tax regime. In 2009, Portugal introduced the Non-Habitual
Deductible education expenses in 2015
|| Part 1 of a 2 part series – Education expenses Those with school-age children are accustomed to take particular care in the back-to-school season to record educational expenses for
Gearing Up For The Common Reporting Standard
Tax authorities and financial institutions are gearing themselves up for the new automatic exchange of tax information under the Common Reporting Standard, which goes live on January 1, 2016. The
Bull, bear … who is pulling the strings?
For those of you who have invested in equities and commodities, the recent few weeks will have been a stressful time. As always, we are bombarded with comment after comment,
The True Cost Of Living Longer
We are living longer. The European Commission’s 2015 Ageing Report projects that, in the EU, average life expectancy at birth for men is expected to increase by seven years, from

