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Moving to Portugal? The tax and wealth management essentials to know before you go

Moving to Portugal proves very rewarding for many people, for a whole variety of reasons.  While quality of life is…

07.07.25 Read
How much capital gains tax will you pay in Portugal?

Portugal levies a capital gains tax to both property and capital investments. This applies to worldwide assets for Portugal residents,…

14.05.25 Read
Living abroad and still using UK-based financial advisers? 4 things to consider.

If you live in the EU but take financial advice from the UK, what do you need to think about…

05.05.25 Read
UK inheritance tax continues to break records

More families than ever are caught in the UK inheritance tax net and tax bills keep rising. With the thresholds…

10.04.25 Read
Returning to UK: The importance of timing and strategic planning

If you are returning to UK after being resident overseas, or expect to do so in the future, early and…

06.03.25 Read
Should you keep your UK ISAs when moving and living abroad?

While ISAs are a valued savings arrangement in the UK, they lose their essential tax advantages when you move abroad.…

27.02.25 Read
UK tax reforms: What you need to know if you live in Portugal or plan to move there

It’s a new era in the UK, with the autumn budget introducing a raft of tax reforms.

20.02.25 Read
Moving to Portugal from UK – residency and taxation

This article offers some key information for moving to Portugal from UK, specifically regarding visa application and how to manage…

11.02.25 Read
How UK investments are taxed in Portugal

Many British expatriates living in Portugal continue to hold the same savings and investments they had in the UK, even…

07.02.25 Read
Review your financial planning for Portugal 2025

As we enter spring of 2025, have you reviewed your financial plan yet?

31.12.24 Read
Estate planning in Portugal – ensuring a tax-efficient legacy for your family

Your estate planning in Portugal needs careful attention to meet your wishes for your family and heirs. You need to…

12.12.24 Read
Moving to Portugal? Are you paying the right taxes in the right country?

If you have moved or are moving to Portugal, tax planning should be high on your priorities. Otherwise you could…

27.11.24 Read
Property or investment – which is the better option?

When we speak of property or investment in this article, we compare two different routes of investment; we weigh the…

13.11.24 Read
Moving to Portugal and living there tax efficiently

Moving to Portugal is an exciting way to spend your retirement, but did you know it can also offer tax-efficient…

11.11.24 Read
Moving to Portugal: 7 tax-saving considerations

With early and careful planning, you can make the most of tax-efficient opportunities when moving to Portugal or buying Portuguese…

29.09.24 Read
Buying property in Portugal – six tax considerations

When buying property in Portugal, whether as your main home, holiday home or as an investment,  first research and understand…

10.09.24 Read
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