Downsizing your property – is it time to consider?

Downsizing your property can bring various financial benefits, as well as making your life easier.  With careful planning, you could…

Portugal Non-Habitual Residence regime comes to an end

Portugal’s non-habitual residence (NHR) programme will end on 31 December 2023.

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…

Strategic financial planning for living in Portugal

Check your financial planning is on track to meet your needs and protect your family’s long-term financial security in Portugal…

Mastering tax efficiency – navigating tax responsibilities when relocating to Portugal

Tax efficiency Portugal – When it comes to financial planning after a move to Portugal, ensuring proper tax management should…

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

Estate planning in Portugal differs from handling affairs in the UK. Portugal’s enforcement of forced heirship can potentially challenge the…

Optimising tax efficiency for UK investments in Portugal

Tax efficiency for UK investments in Portugal is an important consideration for expatriates who have yet to review their existing…

Portugal’s non-habitual residence (NHR) regime – 10 years of tax benefits

Portugal’s non-habitual residence regime offers new residents very attractive tax advantages. Some foreign income will be exempt from Portuguese tax;…

Tax on pensions in Portugal

What tax will you pay on your pensions in Portugal? Other than government service pensions, your pension income will be…

Portugal capital gains tax on property

How much Portugal capital gains tax will you be liable for when you sell a property?  Residents are liable to…

Tax freedom day – how much of your income do you lose to tax?

Tax freedom day varies greatly by country, but good tax planning can help reduce your tax burden, wherever you live.…

Understanding UK pensions – 6 key things you need to know

Understanding pensions can be a little difficult with all of the complexities involved. This article briefly clarifies six key things…

Portuguese Draft State Budget 2023

Portuguese finance minister, Fernando Medina, delivered his Draft State Budget for 2023 on 10 October. In terms of taxation, the…

Estate planning in Portugal – five things you should know about inheritance

Estate planning in Portugal may not be as complex as in some European countries, but if you live in Portugal…

An introduction to taxes in Portugal

Taxes in Portugal are much kinder than in some other parts of Europe and a big incentive to UK nationals…

Does your legacy planning in Portugal provide control and certainty?

Careful legacy planning in Portugal becomes important when you move there. Ensure your estate planning is up to date and…