UK bank deposit guarantee cut by £10,000
Bank clients across Europe have their savings protected in the event of bank failure. There is a limit to this deposit guarantee, and the UK’s limit will be reduced from
Tax compliant solutions for the Portuguese tax resident
Have you restructured your international investments? On January 1, 2015, the Portuguese tax authorities brought about sweeping changes to its personal income tax legislation, specifically aimed at but not limited
It’s all Greek to me
Over the past few weeks, the main question I have been asked is what will happen to the markets if Greece leaves the EU or not? Last week, markets paid
The UK Budget – implications for expatriates
It is always advisable for British expatriates to keep an eye on UK budgets. They are often affected by tax changes, even though they live abroad. The latest Summer Budget
Electronic rent receipts – 14 Questions and Answers
|| Part 1 of a 3-part series The requirement to issue electronic rent receipts via the internet and the registration of rental contracts with Finanças have raised many doubts among
UK inheritance tax reform
Inheritance tax is considered the most unfair tax imposed in the UK. Any changes to reduce the burden for families are welcome, and the government has now confirmed that it
Pension transfer rules confirmed. How does this affect you?
Two months after the new “pension freedom” began in the UK, the Financial Conduct Authority has confirmed its rules on pension transfer advice. There is no exception for non-UK residents,
A new landscape for investors – Part 1
Greece’s recent default on its outstanding €1.5 billion loan has caused one or two historical and marked events. The main headline read it was the first time since the IMF’s
Are you sure you have escaped UK tax? The UK Residence Test
A couple of weeks ago my article focused on Portugal rules for tax residence. If you fulfil any of the residence criteria, you are liable for Portuguese tax on your
Are you ready for full EU transparency on your national and international investments?
Much has been written of late regarding the changes to the Portuguese personal income tax (PIT) introduced for the 2015 tax year. I refer specifically to private investments held by

