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One of the most important financial tasks you have as an expatriate is to plan how and to whom you will leave your assets. It can be a complex process, involving inheritance taxes and succession...

How many companies do you know that have managed to weather the financial services industry over the last 30 years and continue to grow? Not an easy task, I hear you say – but there is one company...

I normally encourage people to move to Portugal, championing the various benefits of living here. However, I also know there are situations where it is right for someone to move on from Portugal...

We all sleep better when we feel confident that our affairs are in order, and as we get older we think more about the legacy we will leave to future generations; specifically, how and to whom our...

This year, when you submit your IRS declaration for 2015, it will be much different than in previous years. With the new IRS laws, the way the Portuguese tax authorities deal with the alterations...

For the modern day investor, whether you are in for the long or short term, markets remain as uncertain as they were in 2015. Interest rates continue to follow a disappointing suit and everyone,...

This is the first in a seven-part series on the self-employed in Portugal

Whether by choice, for profit or pleasure or the need to find other forms of supplementary income, the truth is...

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...

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