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Downsizing in Portugal needn’t mean short-changing your heirs

It’s possible to scale-down the size of your Portugal property to secure a comfortable retirement and still leave a lasting legacy.

Enjoy ten years of tax-free pensions in Portugal

Portugal offers much for Britons looking to retire abroad, including the potential for 10 years of tax-free UK income with NHR (non-habitual residency).

Capital gains tax in Portugal. How does it affect you?

Portuguese capital gains tax on property and shares depends on if you are resident, non-resident or if you benefit from the non-habitual residents regime.

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?

Is 2017 the year of higher taxes for property owners in Portugal?

If you own property or are thinking about buying a home in Portugal, you could be affected by new tax rules, including a ‘wealth tax’ on high-value properties and a new way of defining ‘tax havens’.

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

UK nationals living in Portugal need to understand local succession laws and should consider writing two wills to ensure their estate is distributed as they wish.

Are you ready for exchange of information with Portugal?

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

Algarve and Southern Portugal

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