Interest rates remain low for now
Unsurprisingly, both the Bank of England (BoE) and European Central Bank (ECB) kept interest rates on hold at their June monetary policy meetings. In the UK, the base rate has
Swiss EU deal to end banking secrecy
Switzerland and the EU have signed a major accord to automatically exchange information on the financial accounts of each other’s residents. EU taxpayers will no longer be able to hide
Acquiring Portuguese nationality via naturalisation
The citizenship law specifies various situations in relation to the acquisition of Portuguese citizenship through naturalisation to foreign nationals who meet all of the following requirements: ▪ To have reached
Tax residence in Portugal
Tax planning is a key step for people moving to or recently arrived in Portugal, particularly for your investment capital, pensions and estate. Without a personalised, effective tax mitigation strategy
Tax and pensions following the UK election
Now that the dust has settled on the UK elections, what does the result mean for tax and pensions? UK taxation continues to affect British expatriates living here if they
Never too late to take control of your financial future
One of the biggest challenges that expatriates confront when moving abroad is the complexity of expat finances. According to HSBC’s Expat Explorer Survey, 75% of respondents (9,288 respondents worldwide) say
Wealth creation and management – five key elements for success
In our view, there are five key aspects that you need to address to ensure you obtain the optimum investment portfolio to suit you and your particular situation: 1. Right
Hiring incentives
Employers who offer contracts to workers promote net hiring, and may benefit from financial incentives by supporting the most disadvantaged social groups. Incentives are diverse and, in certain situations, can
Local Lodging (Alojamento Local) reporting requirements to SEF
Many owner/operators of Local Lodging establishments have been caught by surprise by reporting requirements to the Portuguese Immigration and Borders Service (SEF – Serviço de Estrangeiros e Fronteiras). In order
Will Old Blighty be left in the cold?
Eighteen years in the waiting for a Conservative-only cabinet meeting! Whilst a majority win for the Conservatives, the newly-elected “captain of the boat” David Cameron must ensure he has the

