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Just imagine it: you are a British expatriate, living in your new home in Portugal or anywhere outside the UK, enjoying the lifestyle you dreamed about. This is what you worked very hard for, and...

Will 2016 Be More Or Less Taxing?

2015 started with a bang tax wise, with the sudden introduction of new legislation to tax fiscal structures like trusts. This affected many British expatriates living here, and meant that they had...

The New Year is an excellent time to carry out a ‘wealth-review’ to make sure your money is working as well as it can for you. Spending a little time now will help you protect and preserve your...

Starting in January 2016, more than 90 jurisdictions will begin to collect the financial details of investments and assets owned by non-residents. The data will then be shared with the owner’s...

The new left-wing government that recently came into power has proposed numerous tax reforms aimed at ending austerity measures while stimulating economic growth. The following are tax additional...

After almost two months of controversy, the new Socialist government has finally taken office. In the position programme presented to the National Assembly, the following 10 tax reforms were...

The UK Autumn Budget

Chancellor George Osborne presented his Autumn Statement, along with the Spending Review, on November 25. It did not include many tax changes this time. This article summarises the announcements...

We believe that you need to do your homework before making any investment decision. That may include reading financial publications, researching online, and discussing options with your friends...

We have been following the evolution of the EU Savings Tax Directive since the EU began negotiations on the then ground-breaking legislation back in 2000. After much debate, Council Directive 2003...

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Despite spats in parliament, Portugal’s...