Think beyond residency when planning for life in Portugal

Getting your tax, pensions, wealth management and estate planning right in advance will make moving to Portugal easier – and save you money.

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 movement in 2021.

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? Has Brexit changed anything?

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 suit your family.

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 an unnecessary tax bill.

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 tax-efficiently.

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 changes the rules.

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.

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 Portugal.

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.