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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...

Asking for an invoice || Part 2

e-Invoices for IRS – Q&A
With the e-invoice system (e-fatura), the taxman can pre-fill virtually all parts of our annual IRS income tax declarations. Nevertheless, the system still...

To QROPS Or Not To QROPS?

Once you reach retirement age you need to carefully consider all your options for your pension funds, and how they affect your income, tax bills and the transfer of the balance to your heirs....

Global recession or golden opportunity?

The Chinese government’s recent decision to devalue the yuan, along with many other factors, including a multi-year price low in commodity markets, oil prices being down at an all-time low and the...

We often write about the importance of protecting your wealth, from taxes, inflation, institutional failure etc. It is worth highlighting that one key element, whether you are looking at tax...

It’s not too late!

If you did not transfer your teacher’s, NHS or any other unfunded public sector pension away from the UK prior to April 5, 2015, you will undoubtedly have been informed that all transfers away...

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An Olhão family, along with a Spanish...