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…

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…

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…

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…

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,…

Freedom of movement in Portugal post-Brexit: What you need to know

Can you still spend time in Portugal post-Brexit? See what UK nationals need to know about residence and freedom of…

Portuguese taxes in 2021: What you need to know

What does the current Portuguese tax landscape look like for UK nationals living in or moving to Portugal in 2021?…

3 mistakes to avoid when estate planning for Portugal

Expatriates living in Portugal need to review their estate planning to ensure their legacy will pass to chosen heirs without…

Does your cross-border tax planning stand up to today’s scrutiny?

Over 100 countries are now automatically sharing information on taxpayers to expose tax evasion – and local tax offices are…

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