Important Financial Considerations for Life in Portugal and the EU
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Webinar ‘Invest In Portugal’ Mar. 20 17:00 GMT. Join us!
Thinking about investing in Portugal? Join us for an exclusive webinar on March 20th at 17:00 GMT, where our expert panel will guide you through the essential legal, tax, and financial considerations....
Financial Services: AML Regulations And Why It’s Important
Why AML Compliance Matters in Financial Services In today's financial services landscape, compliance with Anti-Money Laundering (AML) regulations is critical. The rise in financial crimes and sophisticated money laundering techniques has placed increased pressure on...
IORP Pension: New Plan For Your UK Pension In Portugal
IORP Pension: A New Plan for Your UK Pension in Portugal If you Google the subject of what to do with your pension when moving to Portugal, be warned — you may find a great deal of outdated information. This is because the absolute ‘go-to’ advice previously centred...
Retirement in Portugal: Is It Still The Best Destination 2025?
Portugal has long been a favourite among retirees with its stunning landscapes, affordable cost of living and welcoming culture. One of the biggest concerns for those considering retirement in Portugal in 2025 is the discontinuation of the Non-Habitual Resident (NHR)...
How To Decide Which Financial Adviser To Work With
Finding a financial adviser you can trust is essential for securing your financial future. With so many options available, it’s easy to feel overwhelmed. Discuss the following key aspects with any potential adviser to ensure they offer the right level of...
UK Inheritance Tax for Non-UK Residents: Take Action Now
The UK Government’s October 2024 Budget has brought significant changes to UK inheritance tax (IHT) rules for non-UK residents. These adjustments, effective from 6 April 2025, aim to clarify tax obligations for individuals who live abroad. While primarily...
An Ultimate Guide to the Financial Portal in Portugal
The Financial Portal in Portugal, commonly referred to as the Portal das Finanças, serves as a crucial online resource for individuals and businesses to manage their tax and financial obligations in Portugal. It is designed to streamline interactions with the...
How to Pay ZERO Inheritance Tax for British in Portugal
New UK Inheritance Tax Rules: What They Mean for British Retirees in Portugal The recent overhaul of the UK's inheritance tax (IHT) rules brings significant opportunities for British expatriates, especially retirees residing in Portugal. These changes could...
How to Avoid Double Taxation for Your UK Pension in Portugal
Managing your pension when retiring abroad involves navigating complex tax rules. For British retirees in Portugal, obtaining an NT (Nil Rate) Tax Code is essential for efficient UK pension tax management and avoiding double taxation This guide explains what the NT...