Expatriates in Portugal need to understand local succession rules and inheritance taxes to ensure their estate passes to chosen heirs tax-efficiently.
Three 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 an unnecessary tax bill.
‘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.
‘Brussels IV’ and Portugal: How to ensure your legacy goes to the right place
‘Brussels IV’ lets expats override Portugal’s succession law to ensure their estate goes to chosen heirs – but beware the tax consequences.
UK domicile determination and Brussels IV in Spain
You can use Brussels IV to opt for UK succession law to apply to your estate, but could this affect a claim to be non-UK domiciled for UK inheritance tax purposes?
Your last will and testament and living in Portugal
UK nationals living in Portugal need to understand local succession laws and should consider writing two wills to ensure their estate is distributed as they wish.