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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.

Think beyond residency when planning your 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.

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.

Portuguese taxes in 2020

Now that the 2020 Portuguese Budget is in force, what has and hasn’t changed for income tax, wealth tax, inheritance tax and NHR rules?

Portugal’s non-habitual resident regime still offers tax appeal

Despite recent reform, Britons moving to Portugal can still enjoy ten years of tax benefits under the special NHR scheme.

Portugal to start taxing foreign pensions under NHR

There may just be days left for expatriates to lock in the full benefits of Portugal’s generous ‘non-habitual residence’ scheme.

Moving to Portugal: 7 tax-saving considerations

Make sure you explore your investment, pensions, property and estate planning options to minimise taxes when moving to Portugal.

What did 2019 bring for UK nationals in Portugal?

What happened in 2019 in the world of Portuguese tax, UK tax, global markets and Brexit that may have affected UK nationals living in Portugal?

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.

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