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During the last year, much has been said about the automatic exchange of financial information. You may have heard the topic Common Reporting Standard, or CRS, mentioned many times and some of you...

Starting in 2017, the Portuguese tax authority (AT) is making available automatic IRS reporting to over one million taxpayers in Portugal. The change is part of “Simplex”, a programme designed to...

For many people, investing in bricks and mortar by buying second or subsequent homes makes financial sense. Property is a solid, reliable investment that holds its value, right?
Yes, and no...

Income is reported in different categories:
A) Salaries
B) Sole traders
E) Capital
F) Property
G) Capital Gains
H) Pensions
– and is taxable in Portugal...

If you own property in Portugal, or are thinking about buying a home here, you could be affected by new tax rules for 2017.
This year has seen the introduction of a ‘wealth tax’ in the form...

When you have worked hard to build up your savings, it is important to understand what level of protection you will receive in the event the financial institution is unable to repay you your money...

Income is reported in different categories:
A) Salaries,
B) Sole Traders,
E) Capital,
F) Property,
G) Capital Gains and
H) Pensions and is taxable in Portugal...

On January 19, 2017, a new measure (Portaria nº 34/2017) came into force giving the employer financial support for the creation of jobs for the unemployed registered with the Instituto do Emprego...

Are offshore trusts back on the agenda?

A recent move by the Portuguese government surprised the expat community by declaring the immediate removal of 15 tax jurisdictions from their...

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