Three mistakes to avoid when estate planning for Portugal
Estate planning always needs careful consideration but is even more important for expatriates, who face two key complications. First, there is the legal element – will your will work as
Don’t count on making money out of the coming transport revolution
New technologies will revolutionise the auto industry in the coming years but will investors make any money from this transformation? Driving can be a hazardous affair in Portugal. I have
Usucapio – Adverse Possession or “Squatter’s rights”
Usucapio (adverse possession), from the Latin usucapio, “to acquire by use”, is a form of acquisition of the property rights in function of having used or occupied a property continuously
Think beyond residency when planning your life in Portugal
Today’s ongoing Brexit and UK political uncertainty has encouraged many Britons to bring forward their plans to move to Portugal, while others are considering relocating for the first time. Most
Why effective tax planning is so important
When it comes to savings and investments, is your main objective to preserve your wealth, provide an income or generate growth? Perhaps it is all three? Whatever the answer, tax
Six things you need to know about pensions today
For many people, pensions are the key to a comfortable retirement. But with Brexit still looming, political uncertainty in the UK and more pension options than ever, it can be
Brexit pension planning – inertia is dangerous
At the time of writing, the Brexit deadline is still looming, and yet no expert can claim to know what might happen with any certainty. Will we have a deal,
How to retire to Portugal with financial peace of mind
Anyone recently retired or approaching retirement is entering a new and exciting phase in life. While some worry retirement will be boring, many embrace the freedom it offers. If you
You can downsize property and still leave a lasting legacy
With the Algarve offering fantastic properties in outstanding surroundings, it is unsurprising that many Britons choose to retire here to their own place in the sun. Whether you buy a
Portugal offers sun, sea … and tax efficiency
The Algarve offers great appeal for anyone looking for a relaxed lifestyle in the sun, but did you know you could potentially enjoy a decade of generous tax breaks –