SEMINAR | Your pathway to lifelong retirement solutions in Portugal.

How does the ‘new world’ impact your plans? Our seminars discuss holistic financial planning in Portugal, with a focus on:…

SEMINAR | Your pathway to lifelong retirement solutions in Portugal.

How does the ‘new world’ impact your plans? Our seminars discuss holistic financial planning in Portugal, with a focus on:…

Save tax with Portugal’s non-habitual residency scheme

Portugal offers new residents a range of special tax benefits under the non-habitual residency (NHR) scheme. You may have considered…

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…

Thinking about buying a Portuguese property? Six things you should know to save tax

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

Five questions to help future-proof your legacy in Portugal

Expatriates in Portugal need to understand local succession rules and inheritance taxes to ensure their estate passes to chosen heirs…

Five things you should know about estate planning in Portugal

If you live in Portugal or have Portuguese assets, make sure your estate passes to chosen heirs by understanding local…

Should you keep hold of UK investments in Portugal?

Expatriates often keep UK investments like Premium Bonds, ISAs, savings accounts, shares and bonds, but are they suitable for Portugal?

Think beyond residency when planning your life in Portugal

While becoming resident is a key step in setting up home in Portugal, don’t forget to adjust your tax, investments,…

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