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If you have a ‘defined benefit’ or ‘final salary’ UK pension that you have not accessed yet, you could find your pension is worth much more than you think. This is because current ‘transfer values...

With only one year to go until Britain officially leaves the EU, we explore how things stand for expatriates in Portugal under the proposed Brexit deal.

Residency: What we know

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The burden of taxes in Portugal has reached 34.7% of GDP - the highest it has been ‘since proverbial records began’ 22 years ago.

Say reports, this result “goes against the 2017 State...

The new UK tax year ticks over on April 6, 2018. What changes may affect expatriates in Portugal? Is there anything you can do to make the most of existing rules and prepare for future changes?...

Fifteen per cent of health insurance premiums are now eligible as general medical expenses. The combined maximum for the tax credit for medical expenses and health insurance is €1,000.

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After the longest-ever run of low interest rates in the UK – nine years below 1% – there are signs that the wind may be changing. November brought the first rate increase in over a decade, lifting...

|| IRS 2017 – Expenses 1-6

The IRS tax code offers partial tax credits for housing costs within Portugal. Unusual in the international context is the fact that domestic legislation affords...

Today presents many challenges to preserving your wealth and seeing it grow over time. Alongside economic uncertainty surrounding Brexit, we have endured years of ultra-low interest rates and an...

Is it a golden goose or a poisoned chalice?

Much has been written about the changes in legislation affecting non-resident, “offshore” property holding companies and I would be the first to...

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