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2013 saw the biggest tax hikes in modern history come into effect in Portugal, considerably increasing the tax burden for Portuguese residents. The 2014 Budget did not include similar tax rises or...

In our view, there are five key aspects that you need to address to ensure you obtain the optimum investment portfolio to suit you and your particular situation:

1. Right tax efficient...

HMRC are back … to a pension pot near you

Just when you thought it might be safe…. the Lifetime Allowance will drop from £1.5m to £1.25m in April of this year.

Not a problem, I hear you cry … but could it be?
Savers with...

Do you own property in the UK? If you do, and are not resident there, you need to be aware of changes to capital gains tax coming in next year. Whereas you may be able to avoid UK tax if you sell...

Income received by a resident is broken down into different categories: A) Salaries, B) Self-Employment, E) Capital, F) Property, G) Capital Gains and H) Pensions and is taxable in Portugal...

We are entering a new era for international tax planning. Financial privacy is no more. 2013 saw unprecedented support for global automatic exchange of information and a pivotal move to...

World Dichotomy – Do we invest now or wait for more green shoots!

“The only question with wealth is, what do you do with it?" John D Rockefeller

I hear so many times the term “green shoots”, only to hear the government’s very effective lawn mower...

February

With January being the “Monday” of the year, you have either suffered post-seasonal depression dragging yourself through the first gruelling weeks, or the opposite and adopted a positive approach...

An investor’s portfolio should be built around their specific objectives.

If you are investing for growth, then we normally recommend three main principles:
1) Time in the market...

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