UK Pensions 2015 – What Can You Do With Your Funds?
2015 sees the introduction of a new pension regime in the UK. It provides UK residents and British expatriates with a range of options for their pension savings. What will
Is your tax and wealth management in shape for 2015?
Do you have a considered, strategic tax and wealth management plan in place? If so, is it up to date with all the latest developments in Portugal and internationally that
The UK Autumn Statement. How does it affect you?
The UK Chancellor of the Exchequer, George Osborne, delivered his Autumn Statement on December 3. There were a few announcements which may affect expatriates, depending on your circumstances. Personal tax
Will you or your money return to the UK at some point? Take tax advice now.
What does 2015 have in store for you? For some readers, 2015 will be the year they leave Portugal. You may be a British expatriate who is returning to live
My Christmas message
Christmas time is here again. For many of us Christmas represents a time where we struggle to balance. Balance the joy, the family, the wonderful happy Christmas experience, religious or
Will the UK Inheritance Tax threshold increase?
UK inheritance tax continues to impact British expatriates living in Portugal and their families, since it is based on domicile rather than residence. It is chargeable on worldwide assets, with
European banks stress tests
Twenty per cent of banks failed “stress tests” conducted by the European Banking Authority to see if they are strong enough to withstand another financial crisis. All the major banks
Letter from America
“After the roller-coaster ride of the last month we were bound to have a quiet week sometime. Equities drifted higher as did bonds, but not even the monthly US employment
No hiding place as 50 countries sign deal to share your information
Automatic exchange of information on a global scale will become a reality in 2017, as 51 countries signed an agreement to share financial information. Another 35 jurisdictions will join the
Local Lodging enforcement
One of the innovations of the new Local Lodging legislation is just how easy and potentially deadly enforcement has become. It’s as easy as booking an apartment or villa in