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‘Brussels IV’ and Portugal: How to ensure your legacy goes to the right place

Expatriates can override Portuguese forced heirship rules and ensure their estate goes to chosen heirs by applying ‘Brussels IV’ in their will.

Beat uncertainty by taking control of your finances

When it comes to tax, pensions, investments and estate planning, there are things you can control to your benefit, whatever happens around us.

Planning for the long-term in a post-Brexit world

As Brexit approaches, see how you can plan to protect your wealth, maximise your pensions and legacy, and prepare as best you can for the future.

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 in the most tax-efficient way.

Do you know where you are domiciled? Are you sure?

Many British expatriates remain UK-domiciled without realising it, leaving their estate exposed to UK inheritance tax rates of 40%.

Review your finances for the new year

New year is a good time to check your tax, savings, pension and estate planning are on track to meet your family’s needs in 2018 and beyond.

Five things you may not realise about UK inheritance tax

With UK inheritance tax rates at 40%, expatriates need to understand their position and what can be done to reduce exposure for their 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 succession rules.

Take time to review your finances for Portugal

Expatriates should review their residency, tax, property, estate planning and pension options to make the most of today's opportunities.

Can you afford the cost of living longer?

Today’s life expectancy means retirement could last decades. How can you make your savings, investments and pensions last as long as you do?

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