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There are thousands of investment funds available to invest in. Besides the traditional ones that invest in equities, bonds and real assets, you may have seen funds advertised that sound more...

When does an investor migrate from accumulating wealth to preserving wealth?

Too opaque a question most people would claim! However, when planning retirement such a question becomes the most adequate question of all.
Over the preceding number of years, never have I...

Tax treaties have a direct impact on expatriates

The UK has an extremely sophisticated and large network of double tax treaties. How much do you know about what a double tax treaty is there for? And do you understand how they affect you as a...

How moving to Portugal can save your tax

For UK nationals looking to live abroad, there are many good reasons to choose Portugal and one of them is its beneficial tax regime. In 2009, Portugal introduced the Non-Habitual Resident (NHR)...

|| Part 1 of a 2 part series – Education expenses
Those with school-age children are accustomed to take particular care in the back-to-school season to record educational expenses for...

Tax authorities and financial institutions are gearing themselves up for the new automatic exchange of tax information under the Common Reporting Standard, which goes live on January 1, 2016....

Bull, bear … who is pulling the strings?

For those of you who have invested in equities and commodities, the recent few weeks will have been a stressful time. As always, we are bombarded with comment after comment, opinion after opinion...

The True Cost Of Living Longer

We are living longer. The European Commission’s 2015 Ageing Report projects that, in the EU, average life expectancy at birth for men is expected to increase by seven years, from 77.6 in 2013 to...

Communication of lease contracts and electronic rental receipts

Significant changes have been carried out in the management and control of the lease contracts system in force, through dematerialisation, simplification and automation of procedures.

Since...

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