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:…

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,…

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?…

Time to review your financial planning for 2021 in Portugal

If you’re living in Portugal, check your residence, tax position, estate planning and financial structuring are all on track to…

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…

What are your UK pension options in Portugal?

What can expatriates in Portugal do with UK pensions and how will they be taxed? Explore current options before Brexit…

Moving to Portugal tax-efficiently

With early, careful financial planning, you can make the most of tax-efficient opportunities and avoid potential mistakes when moving to…

Does your estate planning in Portugal provide control and certainty?

Expatriates in Portugal can take steps to ensure the right money passes to the right hands at the right time…

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