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Take steps to future-proof your legacy in Portugal

Good estate planning for expatriates in Portugal means considering local succession law, taxes, how your legacy will be used – and your own needs.

Four ways to prepare as the clock ticks down to Brexit (Portugal)

With Brexit imminent, how can British expatriates living in Portugal secure their future when it comes to residency, pensions, savings and investments?

Understanding Tax Residency in Portugal

Getting to grips with Portugal’s tax and residency rules is the key to making sure expatriates meet their legal obligations and pay the right taxes in the right country.

Portugal tax in 2017

While there were only minor changes to income tax this year, Portugal has introduced a new wealth tax from 2017 which could affect you if you own a property in Portugal.

Opportunity knocks for pensions… but maybe not for long (Portugal)

With Brexit looming and more options than ever, pensions can be a source of concern and confusion. However, expatriates in Portugal can find rewarding – but limited – opportunities.

Your Last Will And Testament And Living In Portugal

As a UK national living in Portugal it may be advisable to have two wills: a Portuguese one covering local assets and another in the UK covering other assets. Make sure one does not revoke the other. If you want to avoid Portuguese forced heirship you need to state this in your will.

Are You Ready For Exchange Of Information With Portugal?

The new global automatic exchange of information regime went live in January 2016, and the first information exchange will take place in 2017. It is more important than ever to make sure you are correctly declaring your income and paying tax in the right country.