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.

Inflation concerns today and planning for the future

Inflation concerns are rising across the EU and in the UK. Inflation has been climbing steadily since last summer, hitting…

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.

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…

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…

When is your tax freedom day?

How long does it take to earn money for yourself instead of the taxman? “Tax freedom day” varies greatly by…

Residence in Spain post-Brexit – the Spanish golden visa and non-lucrative visa

When the UK left the EU, UK nationals lost automatic freedom of movement in Spain and elsewhere in the bloc.…

UK-based financial advice and services post Brexit. 4 things to consider.

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

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…

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