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…

Inflation concerns today and planning for the future

Inflation is causing concern in across the EU and in the UK. It has been climbing steadily since last summer,…

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.

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…

Portuguese Draft State Budget 2022 – what’s the plan?

The Portuguese draft state budget (DSB/2022) has been released by the newly formed government headed by Prime Minister Antonio Costa.

Moving to Portugal tax efficiently

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

Take control of your finances in an uncertain world

Take steps to control your financial future.  For peace of mind, it’s worth spending a bit of time to review…

Downsizing your property – is it time?

Downsizing your property can bring various financial benefits. With careful planning, you could unlock retirement funds and potentially tax-efficient income,…

How much capital gains tax will you pay in Portugal?

If you are resident in Portugal, you will be liable for Portuguese capital gains tax when you sell a property…

A year on from Brexit – what has changed for UK nationals in Portugal?

Portugal – a year after Brexit. What changes have we seen in the last 12 months that could affect British…

Buying Portuguese property? Six tax implications to be aware of

What should you consider before buying a Portuguese property to limit exposure to capital gains, wealth and inheritance taxes?

Strategic financial planning for living in Portugal 2022

A key reason to review your wealth management is to check it’s all up to date. You need to establish…