Important Financial Considerations for Life in Portugal and the EU
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British Nationals In Portugal And The 90-day Rule: Fundamentals
Following Brexit, British nationals visiting Portugal are now subject to the Schengen 90/180-day rule—just like other non-EU citizens. If you're planning to travel to Portugal, it's important to understand how this rule works and how to stay compliant. What Is the...
Your UK Pensions Taxes In Portugal Easily Explained
Thinking of retiring to Portugal? It’s a dream for many Britons, but don’t overlook the tax side of things. If you receive UK pensions, understanding how they’re taxed in Portugal is essential. This guide explains what to expect, how to plan, and where to seek help....
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Google the subject of what to do with your pension when moving to Portugal, be warned — you may find a great deal of outdated information.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...
UK Pension Options in Portugal: New Rules Explained
The latest changes in UK pension options in Portugal can have a high impact on the approach you might choose to organise your financial matters for the relocation. UK Pension Options in Portugal: Key Impacts on British Expats 2024 With the recent UK Budget...
Ingenium Financial is Delighted to Support QWFC Football Team
Ingenium Financial is very proud to sponsor a total of three Quarteirense WFC teams this season. The three teams recently participated in the 9th Algarve Walking Football Cup, which took place at Browns Sports Resort from the 26th to the 29th of September 2024. The...
How to Invest in the Electric Vehicle Revolution
Large electric vehicle makers are reporting a slowdown in sales in 2024. If you plan to invest in the electric vehicle market, find out the key facts of 2024 below. The Current Trend in Global Electric Vehicle Market Environment in 2024 Nearly 269,000 electric...
Simple Reasons You Are Asked for The NIF Number in Portugal That You Need to Know
Why Am I Asked For My NIF Number in Every Shop in Portugal? Those holidaying or fairly new to Portugal might wonder why they are continually asked for their NIF or ‘ contribuinte’ tax number. You can be asked while paying for things in shops, particularly in...
NHR Portugal 2024: Rights to Qualify for Non-Habitual Residency Now
NHR 2024: What has changed?The Portuguese government has taken significant actions to terminate two prominent foreign investment programs. On the 6th of October, the "Mais Habitação Law" put an end to the real estate avenue to acquiring a Golden Visa, and just two...
QROPS Portugal: Expert Taxation Insights for UK Pension Transfers
For UK citizens contemplating a move to Portugal in 2024 or already enjoying the Portuguese lifestyle, navigating pension transfers can be a complex yet rewarding endeavour. Qualifying Recognised Overseas Pension Schemes (QROPS) presents a viable solution for managing...
Investing in the Electric Vehicle Revolution
So far, the US has imposed three rounds of tariffs on more than $250bn worth of Chinese goods. The duties range from 10% to 25% and cover a wide range of industrial and consumer items - from handbags to railway equipment. What is the impact so far? Both US and...